Total Wealth Planning LLC lowered its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 4.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 298,478 shares of the company’s stock after selling 14,807 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 1.1% of Total Wealth Planning LLC’s holdings, making the stock its 18th largest holding. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $7,474,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Valley Wealth Managers Inc. increased its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the 4th 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 period. HM Payson & Co. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. HM Payson & Co. now owns 944 shares of the company’s stock valued at $26,000 after purchasing an additional 708 shares in the last quarter. Fairfield Financial Advisors LTD boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 299.6% during the fourth quarter. Fairfield Financial Advisors LTD now owns 991 shares of the company’s stock valued at $28,000 after purchasing an additional 743 shares in the last quarter. WealthCollab LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. WealthCollab LLC now owns 1,000 shares of the company’s stock valued at $28,000 after buying an additional 750 shares during the period. Finally, Human Investing LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the fourth quarter worth approximately $29,000.
Schwab U.S. Large-Cap Growth ETF Stock Down 0.3%
Schwab U.S. Large-Cap Growth ETF stock opened at $28.22 on Thursday. The firm has a market cap of $42.33 billion, a P/E ratio of 32.34 and a beta of 1.16. The business has a fifty day moving average of $25.98 and a two-hundred day moving average of $27.02. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.37 and a twelve month high of $29.14.
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.
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