Total Wealth Planning LLC Cuts Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Total Wealth Planning LLC decreased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 11.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 87,081 shares of the company’s stock after selling 11,015 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 1.4% of Total Wealth Planning LLC’s investment portfolio, making the stock its 18th biggest holding. Total Wealth Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $8,074,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of SCHG. FMR LLC increased its holdings in Schwab U.S. Large-Cap Growth ETF by 20.7% during the 3rd quarter. FMR LLC now owns 44,477 shares of the company’s stock worth $3,234,000 after purchasing an additional 7,637 shares during the period. O Shaughnessy Asset Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 30.7% in the 3rd quarter. O Shaughnessy Asset Management LLC now owns 22,204 shares of the company’s stock valued at $1,615,000 after acquiring an additional 5,221 shares during the last quarter. Synovus Financial Corp purchased a new position in shares of Schwab U.S. Large-Cap Growth ETF in the 3rd quarter valued at about $662,000. Waverly Advisors LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 16.8% in the 3rd quarter. Waverly Advisors LLC now owns 3,587 shares of the company’s stock valued at $261,000 after acquiring an additional 515 shares during the last quarter. Finally, Axxcess Wealth Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.0% in the 3rd quarter. Axxcess Wealth Management LLC now owns 9,415 shares of the company’s stock valued at $685,000 after acquiring an additional 187 shares during the last quarter.

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

SCHG opened at $102.45 on Wednesday. Schwab U.S. Large-Cap Growth ETF has a one year low of $69.78 and a one year high of $102.54. The company has a market cap of $29.97 billion, a P/E ratio of 39.82 and a beta of 1.25. The business’s 50-day simple moving average is $95.99 and its 200-day simple moving average is $90.98.

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.