Capital Planning LLC Grows Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Capital Planning LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 14.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 906,338 shares of the company’s stock after acquiring an additional 117,398 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 8.6% of Capital Planning LLC’s portfolio, making the stock its 2nd biggest position. Capital Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $26,402,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Atlas Wealth Partners LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 1.0% in the 1st quarter. Atlas Wealth Partners LLC now owns 70,111 shares of the company’s stock valued at $2,042,000 after acquiring an additional 672 shares during the last quarter. Weitzel Financial Services Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 8.2% in the first quarter. Weitzel Financial Services Inc. now owns 8,397 shares of the company’s stock worth $246,000 after purchasing an additional 638 shares during the period. Stenger Family Office LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF by 24.7% during the first quarter. Stenger Family Office LLC now owns 9,624 shares of the company’s stock worth $280,000 after purchasing an additional 1,906 shares during the last quarter. Axxcess Wealth Management LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 30.5% during the first quarter. Axxcess Wealth Management LLC now owns 83,473 shares of the company’s stock valued at $2,432,000 after purchasing an additional 19,485 shares during the period. Finally, FIDELIS iM LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 25.0% in the first quarter. FIDELIS iM LLC now owns 320,056 shares of the company’s stock worth $9,323,000 after purchasing an additional 64,011 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.2%

NYSEARCA SCHG opened at $34.23 on Thursday. The stock has a market cap of $59.78 billion, a PE ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42. The company’s 50-day moving average price is $33.95 and its 200-day moving average price is $32.25.

About Schwab U.S. Large-Cap Growth ETF

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.