Capital Planning LLC grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 292.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,138,646 shares of the company’s stock after purchasing an additional 848,370 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 8.3% 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 $31,734,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently made changes to their positions in the company. Copley Financial Group Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $278,000. Brass Tax Wealth Management Inc. grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 14.6% during the third quarter. Brass Tax Wealth Management Inc. now owns 42,706 shares of the company’s stock valued at $4,449,000 after buying an additional 5,442 shares during the last quarter. Sculati Wealth Management LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 82.2% during the third quarter. Sculati Wealth Management LLC now owns 84,484 shares of the company’s stock valued at $8,802,000 after buying an additional 38,110 shares during the last quarter. Denver PWM LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 0.3% during the third quarter. Denver PWM LLC now owns 228,950 shares of the company’s stock valued at $23,852,000 after buying an additional 672 shares during the last quarter. Finally, Versant Capital Management Inc grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 300.4% during the fourth quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock valued at $28,000 after buying an additional 763 shares during the last quarter.
Schwab U.S. Large-Cap Growth ETF Price Performance
Shares of SCHG opened at $27.92 on Friday. The firm has a market capitalization of $8.17 billion, a PE ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $20.59 and a 1-year high of $29.14. The company’s fifty day moving average price is $28.08 and its 200-day moving average price is $26.42.
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.
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