Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Strategic Planning Group LLC

Strategic Planning Group LLC lowered its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 73.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 167,251 shares of the company’s stock after selling 456,892 shares during the period. Strategic Planning Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,337,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Crews Bank & Trust purchased a new stake in Schwab U.S. Large-Cap Growth ETF during the third quarter worth $25,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF in the second quarter worth about $26,000. Atlantic Union Bankshares Corp purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth about $29,000. Key Financial Inc grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 148.6% during the 2nd quarter. Key Financial Inc now owns 1,233 shares of the company’s stock valued at $36,000 after acquiring an additional 737 shares during the period. Finally, Creekmur Asset Management LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF by 200.3% during the 2nd quarter. Creekmur Asset Management LLC now owns 1,811 shares of the company’s stock valued at $53,000 after acquiring an additional 1,208 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $32.92 on Thursday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.37 and a 12 month high of $33.74. The stock has a market capitalization of $53.44 billion, a PE ratio of 34.24 and a beta of 1.15. The business has a 50 day simple moving average of $32.64 and a 200-day simple moving average of $31.42.

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.