Total Wealth Planning LLC Sells 260,664 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Total Wealth Planning LLC trimmed its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 91.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,926 shares of the company’s stock after selling 260,664 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.6% of Total Wealth Planning LLC’s investment portfolio, making the stock its 17th largest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $748,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. LPL Financial LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 7.8% during the fourth quarter. LPL Financial LLC now owns 34,166,654 shares of the company’s stock valued at $1,114,516,000 after buying an additional 2,464,714 shares during the last quarter. Vantagepoint Investment Advisers LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 6.5% during the fourth quarter. Vantagepoint Investment Advisers LLC now owns 17,067,494 shares of the company’s stock valued at $556,742,000 after buying an additional 1,038,388 shares during the last quarter. Ameriprise Financial Inc. raised its stake in Schwab U.S. Large-Cap Growth ETF by 8.2% during the third quarter. Ameriprise Financial Inc. now owns 16,720,317 shares of the company’s stock valued at $533,385,000 after buying an additional 1,261,913 shares during the last quarter. Raymond James Financial Inc. raised its stake in Schwab U.S. Large-Cap Growth ETF by 3.3% during the second quarter. Raymond James Financial Inc. now owns 15,317,027 shares of the company’s stock valued at $447,410,000 after buying an additional 494,865 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in Schwab U.S. Large-Cap Growth ETF by 5.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 10,572,063 shares of the company’s stock valued at $344,861,000 after buying an additional 544,507 shares during the last quarter.

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

NYSEARCA:SCHG opened at $33.42 on Friday. The stock has a 50-day simple moving average of $33.10 and a two-hundred day simple moving average of $32.11. Schwab U.S. Large-Cap Growth ETF has a 52-week low of $27.68 and a 52-week high of $35.42. The firm has a market capitalization of $56.49 billion, a PE ratio of 34.24 and a beta of 1.19.

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. 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.