Schwab U.S. Large-Cap Growth ETF $SCHG Stake Boosted by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. increased its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.9% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 15,031,527 shares of the company’s stock after purchasing an additional 140,994 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 12.0% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its largest holding. Avantax Planning Partners Inc.’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $437,868,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Duncker Streett & Co. Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% in the 4th quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after acquiring an additional 312 shares in the last quarter. WMG Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the first quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock valued at $458,000 after purchasing an additional 323 shares during the last quarter. CPC Advisors LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after purchasing an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after purchasing an additional 326 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC boosted its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after purchasing an additional 340 shares in the last quarter.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $34.37 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The firm’s 50-day moving average is $34.05 and its 200 day moving average is $32.28. The stock has a market cap of $60.07 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.