Compound Planning Inc. Sells 72,953 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Compound Planning Inc. trimmed its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,024,864 shares of the company’s stock after selling 72,953 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 1.8% of Compound Planning Inc.’s holdings, making the stock its 7th largest holding. Compound Planning Inc. owned about 0.12% of Schwab U.S. Large-Cap Growth ETF worth $58,984,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of SCHG. Advisortrust Partners LLC purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the first quarter worth approximately $25,000. Garton & Associates Financial Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 4th quarter worth approximately $27,000. Center for Financial Planning Inc. acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the 1st quarter valued at $28,000. Cary Street Partners Investment Advisory LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 1,922.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,072 shares of the company’s stock worth $35,000 after purchasing an additional 1,019 shares during the last quarter. Finally, MBM Wealth Consultants LLC purchased a new position in Schwab U.S. Large-Cap Growth ETF in the first quarter valued at $48,000.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $33.40 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $35.42. The stock has a market cap of $58.42 billion, a PE ratio of 34.24 and a beta of 1.19. The stock’s fifty day moving average is $34.09 and its two-hundred day moving average is $32.36.

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. 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.