Capital Planning LLC Has $31.73 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Capital Planning LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 292.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,138,646 shares of the company’s stock after acquiring an additional 848,370 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 8.3% of Capital Planning LLC’s investment portfolio, making the stock its 2nd biggest holding. Capital Planning LLC owned approximately 0.39% of Schwab U.S. Large-Cap Growth ETF worth $31,734,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. KMG Fiduciary Partners LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 334.8% during the fourth quarter. KMG Fiduciary Partners LLC now owns 112,110 shares of the company’s stock valued at $3,125,000 after buying an additional 86,323 shares during the period. Cvfg LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth $447,000. Certified Advisory Corp grew its holdings in Schwab U.S. Large-Cap Growth ETF by 312.7% in the fourth quarter. Certified Advisory Corp now owns 295,657 shares of the company’s stock worth $8,240,000 after purchasing an additional 224,022 shares during the last quarter. Harbor Group Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 289.4% in the fourth quarter. Harbor Group Inc. now owns 805,950 shares of the company’s stock worth $22,462,000 after purchasing an additional 598,953 shares during the last quarter. Finally, Fermata Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1,792.0% in the fourth quarter. Fermata Advisors LLC now owns 44,538 shares of the company’s stock worth $1,241,000 after purchasing an additional 42,184 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.9 %

NYSEARCA SCHG opened at $27.92 on Friday. The firm’s fifty day simple moving average is $28.08 and its two-hundred day simple moving average is $26.42. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $20.59 and a 12-month high of $29.14. The firm has a market capitalization of $8.17 billion, a P/E ratio of 39.82 and a beta of 1.25.

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.