Total Wealth Planning LLC Trims Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Total Wealth Planning LLC reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4.7% in the first quarter, according to its most recent filing with the SEC. The fund 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 1.1% of Total Wealth Planning LLC’s portfolio, making the stock its 18th biggest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $7,474,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of SCHG. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 288.4% during the fourth quarter. Envestnet Asset Management Inc. now owns 42,485,323 shares of the company’s stock worth $1,184,066,000 after purchasing an additional 31,546,654 shares during the last quarter. Sei Investments Co. increased its stake in Schwab U.S. Large-Cap Growth ETF by 299.3% in the 4th quarter. Sei Investments Co. now owns 38,159,110 shares of the company’s stock worth $1,063,494,000 after buying an additional 28,602,115 shares during the period. Financial Engines Advisors L.L.C. increased its stake in Schwab U.S. Large-Cap Growth ETF by 253.7% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 39,788,567 shares of the company’s stock worth $1,108,907,000 after buying an additional 28,538,409 shares during the period. LPL Financial LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 413.7% during the 4th quarter. LPL Financial LLC now owns 22,053,161 shares of the company’s stock valued at $614,622,000 after buying an additional 17,759,913 shares in the last quarter. Finally, Raymond James Financial Inc. purchased a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $403,827,000.

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

Shares of SCHG stock opened at $28.22 on Thursday. The company has a market capitalization of $42.33 billion, a P/E ratio of 32.34 and a beta of 1.16. The company’s 50-day simple moving average is $25.98 and its two-hundred day simple moving average is $27.02. Schwab U.S. Large-Cap Growth ETF has a one year low of $21.37 and a one year 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.