Cornerstone Planning Group LLC Raises Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Cornerstone Planning Group LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 4,405.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 132,091 shares of the company’s stock after buying an additional 129,159 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up approximately 0.5% of Cornerstone Planning Group LLC’s portfolio, making the stock its 28th largest holding. Cornerstone Planning Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $3,848,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in SCHG. Duncker Streett & Co. Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 0.4% in the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock valued at $2,437,000 after acquiring an additional 312 shares during the last quarter. WMG Financial Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the 1st quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after purchasing an additional 323 shares during the last quarter. CPC Advisors LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after purchasing an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after purchasing an additional 326 shares during the period. Finally, Liberty Square Wealth Partners LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after purchasing an additional 340 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 1.3%

Schwab U.S. Large-Cap Growth ETF stock opened at $34.18 on Friday. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $27.96 and a 12 month high of $35.42. The business’s 50 day simple moving average is $34.11 and its 200 day simple moving average is $32.33. The company has a market cap of $59.80 billion, a price-to-earnings 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.