Avantax Planning Partners Inc. Decreases Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Avantax Planning Partners Inc. decreased its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,014,311 shares of the company’s stock after selling 191,664 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 13.7% of Avantax Planning Partners Inc.’s holdings, making the stock its largest position. Avantax Planning Partners Inc. owned about 0.94% of Schwab U.S. Large-Cap Growth ETF worth $479,107,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sovran Advisors LLC bought a new position in Schwab U.S. Large-Cap Growth ETF in the 3rd quarter worth $559,000. OneAscent Wealth Management LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 6.3% during the third quarter. OneAscent Wealth Management LLC now owns 34,206 shares of the company’s stock valued at $1,092,000 after purchasing an additional 2,023 shares during the period. OneAscent Family Office LLC increased its position in Schwab U.S. Large-Cap Growth ETF by 7.9% in the third quarter. OneAscent Family Office LLC now owns 46,099 shares of the company’s stock worth $1,471,000 after buying an additional 3,389 shares in the last quarter. Vantagepoint Investment Advisers LLC bought a new position in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter worth about $511,489,000. Finally, Whittier Trust Co. of Nevada Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 16.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock worth $72,000 after buying an additional 312 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Up 0.4%

SCHG stock opened at $32.31 on Monday. The business’s 50-day moving average price is $32.53 and its 200-day moving average price is $31.73. The stock has a market cap of $52.90 billion, a P/E ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $21.37 and a twelve month high of $33.74.

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.