Compound Planning Inc. Grows Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Compound Planning Inc. raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 10.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,454,801 shares of the company’s stock after buying an additional 141,364 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises about 1.7% of Compound Planning Inc.’s holdings, making the stock its 10th largest position. Compound Planning Inc. owned approximately 0.10% of Schwab U.S. Large-Cap Growth ETF worth $36,428,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Ameriprise Financial Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.7% in the 1st quarter. Ameriprise Financial Inc. now owns 15,477,880 shares of the company’s stock worth $387,608,000 after acquiring an additional 1,106,110 shares in the last quarter. CW Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 61.5% in the first quarter. CW Advisors LLC now owns 215,824 shares of the company’s stock valued at $5,442,000 after purchasing an additional 82,192 shares during the last quarter. Summit Financial LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 23.4% in the first quarter. Summit Financial LLC now owns 298,811 shares of the company’s stock valued at $7,482,000 after purchasing an additional 56,691 shares during the last quarter. Estate Counselors LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the first quarter valued at about $3,966,000. Finally, PGIM Custom Harvest LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 6.9% in the first quarter. PGIM Custom Harvest LLC now owns 11,644 shares of the company’s stock valued at $292,000 after purchasing an additional 748 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Price Performance

Shares of SCHG stock opened at $30.01 on Friday. The firm has a 50-day moving average of $29.54 and a 200-day moving average of $27.45. The company has a market cap of $46.02 billion, a P/E ratio of 34.24 and a beta of 1.10. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year high of $30.87.

Schwab U.S. Large-Cap Growth ETF Profile

Schwab U.S. Large-Cap Growth ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index (the Index). The Fund’s index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.