Total Wealth Planning LLC Sells 260,664 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Total Wealth Planning LLC reduced its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 91.9% during the 4th quarter, HoldingsChannel reports. The fund owned 22,926 shares of the company’s stock after selling 260,664 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 1.6% of Total Wealth Planning LLC’s holdings, making the stock its 17th largest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $748,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Uniting Wealth Partners LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.7% during the fourth quarter. Uniting Wealth Partners LLC now owns 141,933 shares of the company’s stock valued at $4,630,000 after buying an additional 3,772 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF during the fourth quarter valued at approximately $719,000. Wells Fargo & Company MN grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 54.1% during the fourth quarter. Wells Fargo & Company MN now owns 6,783,933 shares of the company’s stock valued at $221,292,000 after buying an additional 2,381,950 shares during the last quarter. Asset Allocation Strategies LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 4.4% during the fourth quarter. Asset Allocation Strategies LLC now owns 408,745 shares of the company’s stock valued at $13,333,000 after buying an additional 17,142 shares during the last quarter. Finally, Gerber Kawasaki Wealth & Investment Management grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 4.0% during the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 27,414 shares of the company’s stock valued at $894,000 after buying an additional 1,066 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.1%

Shares of NYSEARCA:SCHG opened at $33.42 on Friday. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42. The stock has a market cap of $56.49 billion, a P/E ratio of 34.24 and a beta of 1.19. The business’s 50 day moving average is $33.10 and its 200 day moving average is $32.11.

About Schwab U.S. Large-Cap Growth ETF

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. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as growth. The Index is a float-adjusted market capitalization weighted index.