Compass Advisory Group LLC Buys 508,011 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG

Compass Advisory Group LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 293.5% during the 1st quarter, Holdings Channel reports. The fund owned 681,075 shares of the company’s stock after acquiring an additional 508,011 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises approximately 5.3% of Compass Advisory Group LLC’s investment portfolio, making the stock its 7th largest position. Compass Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $19,840,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of the stock. Valpey Financial Services LLC raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 3,085.3% during the fourth quarter. Valpey Financial Services LLC now owns 8,003,802 shares of the company’s stock valued at $245,365,000 after purchasing an additional 7,752,527 shares during the period. Focus Partners Wealth grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 655.4% in the 4th quarter. Focus Partners Wealth now owns 6,602,251 shares of the company’s stock valued at $215,286,000 after buying an additional 5,728,214 shares during the period. Charles Schwab Investment Management Inc. grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 9.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 37,744,872 shares of the company’s stock valued at $1,231,238,000 after buying an additional 3,230,427 shares during the period. Thrivent Financial for Lutherans increased its position in Schwab U.S. Large-Cap Growth ETF by 7,909.6% in the 4th quarter. Thrivent Financial for Lutherans now owns 3,110,459 shares of the company’s stock valued at $101,473,000 after buying an additional 3,071,625 shares in the last quarter. Finally, BlueStem Wealth Partners LLC bought a new stake in Schwab U.S. Large-Cap Growth ETF in the 4th quarter valued at about $92,090,000.

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

SCHG stock opened at $32.62 on Friday. The stock’s 50 day simple moving average is $33.69 and its 200 day simple moving average is $32.16. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $27.96 and a fifty-two week high of $35.42. The company has a market cap of $55.14 billion, a P/E 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.