Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Avantax Planning Partners Inc.’s Largest Position

Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHGGet Rating) by 101.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 6,465,177 shares of the company’s stock after acquiring an additional 3,251,808 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up 19.2% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its largest position. Avantax Planning Partners Inc. owned approximately 2.91% of Schwab U.S. Large-Cap Growth ETF worth $483,725,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Advisor Partners LLC grew its stake in shares of Schwab U.S. Large-Cap Growth ETF by 100.0% during the 1st quarter. Advisor Partners LLC now owns 6,920 shares of the company’s stock worth $518,000 after acquiring an additional 3,460 shares during the period. Arkadios Wealth Advisors boosted its stake in Schwab U.S. Large-Cap Growth ETF by 73.5% in the 1st quarter. Arkadios Wealth Advisors now owns 4,972 shares of the company’s stock worth $372,000 after purchasing an additional 2,106 shares during the period. Brookstone Capital Management boosted its stake in Schwab U.S. Large-Cap Growth ETF by 32.8% in the 1st quarter. Brookstone Capital Management now owns 15,615 shares of the company’s stock worth $1,106,000 after purchasing an additional 3,856 shares during the period. BNC Wealth Management LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 100.0% in the 1st quarter. BNC Wealth Management LLC now owns 2,850 shares of the company’s stock worth $213,000 after purchasing an additional 1,425 shares during the period. Finally, Retirement Planning Group boosted its stake in Schwab U.S. Large-Cap Growth ETF by 39,831.4% in the 1st quarter. Retirement Planning Group now owns 1,273,413 shares of the company’s stock worth $95,277,000 after purchasing an additional 1,270,224 shares during the period.

Schwab U.S. Large-Cap Growth ETF Stock Down 0.4 %

NYSEARCA SCHG traded down $0.30 during trading hours on Friday, hitting $66.83. The company had a trading volume of 669,581 shares, compared to its average volume of 1,252,268. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $55.23 and a 52 week high of $84.11. The firm has a 50 day simple moving average of $61.04 and a 200 day simple moving average of $66.46.

Schwab U.S. Large-Cap Growth ETF Profile

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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.

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Institutional Ownership by Quarter for Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

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