Compound Planning Inc. Has $68.43 Million Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Compound Planning Inc. lessened its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,097,817 shares of the company’s stock after selling 30,473 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 2.0% of Compound Planning Inc.’s portfolio, making the stock its 6th largest position. Compound Planning Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $68,431,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Foundations Investment Advisors LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 10.9% in the fourth quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock worth $15,752,000 after buying an additional 47,368 shares in the last quarter. Bright Futures Wealth Management LLC. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the third quarter valued at about $635,000. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Large-Cap Growth ETF by 1.8% in the 4th quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock valued at $57,190,000 after purchasing an additional 30,853 shares during the last quarter. Simplicity Wealth LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 13.8% during the fourth quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock worth $11,176,000 after buying an additional 41,469 shares during the period. Finally, Advisory Services Network LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 10.4% during the 3rd quarter. Advisory Services Network LLC now owns 536,365 shares of the company’s stock worth $17,115,000 after acquiring an additional 50,616 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 1.3%

Schwab U.S. Large-Cap Growth ETF stock opened at $33.90 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 50-day moving average price of $33.45 and a 200 day moving average price of $32.15. The company has a market capitalization of $57.30 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF Company 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. 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.