Falcon Wealth Planning Has $252,000 Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Falcon Wealth Planning reduced its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,053 shares of the company’s stock after selling 928 shares during the quarter. Falcon Wealth Planning’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $252,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Sowell Financial Services LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 4.0% during the 1st quarter. Sowell Financial Services LLC now owns 34,595 shares of the company’s stock valued at $866,000 after acquiring an additional 1,320 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 758.6% during the fourth quarter. Jones Financial Companies Lllp now owns 301,293 shares of the company’s stock worth $8,397,000 after acquiring an additional 266,200 shares in the last quarter. Franklin Resources Inc. boosted its position in Schwab U.S. Large-Cap Growth ETF by 300.0% during the fourth quarter. Franklin Resources Inc. now owns 7,968 shares of the company’s stock valued at $222,000 after purchasing an additional 5,976 shares during the last quarter. Natixis Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 290.7% during the fourth quarter. Natixis Advisors LLC now owns 69,446 shares of the company’s stock valued at $1,935,000 after purchasing an additional 51,673 shares during the last quarter. Finally, Russell Investments Group Ltd. grew its stake in Schwab U.S. Large-Cap Growth ETF by 297.6% in the fourth quarter. Russell Investments Group Ltd. now owns 24,037 shares of the company’s stock valued at $670,000 after purchasing an additional 17,992 shares in the last quarter.

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

SCHG opened at $28.86 on Friday. The company has a market capitalization of $43.63 billion, a PE ratio of 34.24 and a beta of 1.10. Schwab U.S. Large-Cap Growth ETF has a fifty-two week low of $21.37 and a fifty-two week high of $29.14. The business has a 50-day moving average of $26.95 and a 200-day moving average of $27.03.

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.