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

Capital & Planning LLC lessened its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 828,430 shares of the company’s stock after selling 77,908 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 14.5% of Capital & Planning LLC’s investment portfolio, making the stock its 2nd largest holding. Capital & Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $28,034,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Sei Investments Co. increased its stake in Schwab U.S. Large-Cap Growth ETF by 7.6% during the first quarter. Sei Investments Co. now owns 47,564,768 shares of the company’s stock worth $1,385,562,000 after purchasing an additional 3,356,829 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 9.4% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after purchasing an additional 3,230,427 shares during the period. LPL Financial LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 7.8% in the fourth quarter. LPL Financial LLC now owns 34,166,654 shares of the company’s stock valued at $1,114,516,000 after purchasing an additional 2,464,714 shares during the period. Mariner LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 12.5% in the fourth quarter. Mariner LLC now owns 20,078,592 shares of the company’s stock valued at $654,968,000 after purchasing an additional 2,229,203 shares during the period. Finally, Cetera Investment Advisers grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 5.9% in the first quarter. Cetera Investment Advisers now owns 17,955,640 shares of the company’s stock valued at $523,048,000 after purchasing an additional 995,373 shares in the last quarter.

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

Shares of SCHG opened at $35.53 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.96 and a fifty-two week high of $36.11. The firm’s 50 day moving average price is $34.84 and its 200 day moving average price is $33.10. The company has a market cap of $62.34 billion, a P/E 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.