Defined Financial Planning LLC Has $8.70 Million Stock Position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Defined Financial Planning LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 26.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 344,505 shares of the company’s stock after buying an additional 71,007 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises about 8.8% of Defined Financial Planning LLC’s holdings, making the stock its largest position. Defined Financial Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $8,695,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHG. Capital Investment Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.9% in the 1st quarter. Capital Investment Advisors LLC now owns 49,761 shares of the company’s stock valued at $1,246,000 after buying an additional 424 shares during the period. TrueWealth Advisors LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF by 1.0% in the 1st quarter. TrueWealth Advisors LLC now owns 43,872 shares of the company’s stock valued at $1,099,000 after purchasing an additional 455 shares in the last quarter. GPS Wealth Strategies Group LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 17.5% during the first quarter. GPS Wealth Strategies Group LLC now owns 3,705 shares of the company’s stock worth $93,000 after purchasing an additional 551 shares during the last quarter. Valley Wealth Managers Inc. grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% in the fourth quarter. Valley Wealth Managers Inc. now owns 904 shares of the company’s stock valued at $25,000 after purchasing an additional 678 shares during the last quarter. Finally, HM Payson & Co. increased its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th quarter. HM Payson & Co. now owns 944 shares of the company’s stock worth $26,000 after purchasing an additional 708 shares in the last quarter.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $28.22 on Thursday. The company has a market cap of $42.33 billion, a price-to-earnings ratio of 32.34 and a beta of 1.16. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $29.14. The stock’s 50-day moving average is $25.98 and its 200-day moving average is $27.02.

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.