Schwab U.S. Large-Cap Growth ETF $SCHG Stock Position Lowered by Capital & Planning LLC

Capital & Planning LLC cut its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.6% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 828,430 shares of the company’s stock after selling 77,908 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for about 14.5% of Capital & Planning LLC’s portfolio, making the stock its 2nd largest holding. Capital & Planning LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $28,034,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in SCHG. Brighton Jones LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.3% during the 4th quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock worth $340,000 after purchasing an additional 9,139 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 294.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after buying an additional 359,429 shares during the period. AQR Capital Management LLC lifted its position in 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 valued at $3,246,000 after buying an additional 21,234 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in 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 valued at $13,040,000 after buying an additional 385,822 shares during the last quarter. Finally, First Trust Advisors LP purchased a new position in Schwab U.S. Large-Cap Growth ETF during the second quarter worth about $248,000.

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

Shares of SCHG opened at $35.53 on Tuesday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $36.11. The stock has a market cap of $62.34 billion, a PE ratio of 34.24 and a beta of 1.19. The firm has a 50-day simple moving average of $34.84 and a two-hundred day simple moving average of $33.10.

Schwab U.S. Large-Cap Growth ETF Company 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.