Cypress Financial Planning LLC Takes $3.26 Million Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Cypress Financial Planning LLC acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 99,854 shares of the company’s stock, valued at approximately $3,257,000. Schwab U.S. Large-Cap Growth ETF comprises about 0.9% of Cypress Financial Planning LLC’s portfolio, making the stock its 17th largest holding.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 300.3% during the fourth quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after purchasing an additional 9,139 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 294.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after acquiring an additional 359,429 shares in the last quarter. AQR Capital Management LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 19.6% in the first quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after acquiring an additional 21,234 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% in the first quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock worth $13,040,000 after acquiring an additional 385,822 shares during the last quarter. Finally, Russell Investments Group Ltd. raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 339.2% during the second quarter. Russell Investments Group Ltd. now owns 101,595 shares of the company’s stock worth $2,968,000 after acquiring an additional 78,465 shares in the last quarter.

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

NYSEARCA SCHG opened at $28.19 on Friday. The stock has a 50-day simple moving average of $30.85 and a 200 day simple moving average of $31.87. The stock has a market capitalization of $46.14 billion, a PE 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.

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.