Compound Planning Inc. Has $67.91 Million Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Compound Planning Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 16.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,128,290 shares of the company’s stock after purchasing an additional 296,519 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 2.2% of Compound Planning Inc.’s investment portfolio, making the stock its 6th biggest holding. Compound Planning Inc. owned about 0.13% of Schwab U.S. Large-Cap Growth ETF worth $67,914,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Flagship Wealth Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 50.5% during the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after buying an additional 68,389 shares during the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 16.9% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 367,653 shares of the company’s stock worth $10,739,000 after acquiring an additional 53,037 shares during the last quarter. Fortis Capital Advisors LLC lifted its position in Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after acquiring an additional 17,522 shares in the last quarter. Fingerlakes Wealth Management Inc. boosted its stake in Schwab U.S. Large-Cap Growth ETF by 11.9% during the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after purchasing an additional 23,155 shares during the last quarter. Finally, D.B. Root & Company LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares during the last quarter.

Schwab U.S. Large-Cap Growth ETF Stock Down 1.4%

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $30.48 on Tuesday. The company has a market cap of $49.89 billion, a PE ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $21.37 and a 52 week high of $33.74. The business has a 50 day moving average price of $32.03 and a 200-day moving average price of $31.93.

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.