Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by Compass Financial Group INC SD

Compass Financial Group INC SD boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 25.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,473 shares of the company’s stock after buying an additional 64,904 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 1.5% of Compass Financial Group INC SD’s portfolio, making the stock its 12th largest holding. Compass Financial Group INC SD’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $10,584,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Flagship Wealth Advisors LLC lifted its stake in Schwab U.S. Large-Cap Growth ETF by 50.5% in the 3rd quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock worth $6,501,000 after purchasing an additional 68,389 shares in the last quarter. Fortis Capital Advisors LLC lifted its stake in shares of 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 purchasing an additional 17,522 shares during the last quarter. D.B. Root & Company LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 10.9% in 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. Fingerlakes Wealth Management Inc. raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 11.9% in the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after acquiring an additional 23,155 shares during the period. Finally, B. Riley Wealth Advisors Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 44.1% in the third quarter. B. Riley Wealth Advisors Inc. now owns 108,307 shares of the company’s stock valued at $3,456,000 after buying an additional 33,155 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.5%

Shares of NYSEARCA SCHG opened at $32.62 on Friday. The stock has a fifty day simple moving average of $30.39 and a 200-day simple moving average of $31.73. Schwab U.S. Large-Cap Growth ETF has a twelve month low of $22.74 and a twelve month high of $33.74. The stock has a market capitalization of $53.79 billion, a PE ratio of 34.24 and a beta of 1.19.

Schwab U.S. Large-Cap Growth ETF 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.