Compass Advisory Group LLC Has $5.69 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF $SCHG

Compass Advisory Group LLC lowered its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 8.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 178,194 shares of the company’s stock after selling 17,060 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 1.6% of Compass Advisory Group LLC’s investment portfolio, making the stock its 16th biggest holding. Compass Advisory Group LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $5,686,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Flagship Wealth Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 50.5% in the third quarter. Flagship Wealth Advisors LLC now owns 203,727 shares of the company’s stock valued at $6,501,000 after acquiring an additional 68,389 shares during the period. J.W. Cole Advisors Inc. lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 16.9% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 367,653 shares of the company’s stock worth $10,739,000 after purchasing an additional 53,037 shares in the last quarter. Fortis Capital Advisors LLC grew its position in Schwab U.S. Large-Cap Growth ETF by 1.8% in the 3rd quarter. Fortis Capital Advisors LLC now owns 1,016,583 shares of the company’s stock valued at $32,439,000 after purchasing an additional 17,522 shares during the period. Fingerlakes Wealth Management Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 11.9% during the 3rd quarter. Fingerlakes Wealth Management Inc. now owns 218,248 shares of the company’s stock valued at $6,964,000 after purchasing an additional 23,155 shares in the last quarter. Finally, D.B. Root & Company LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 10.9% during the 3rd quarter. D.B. Root & Company LLC now owns 243,695 shares of the company’s stock valued at $7,776,000 after purchasing an additional 23,865 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.3%

SCHG opened at $30.43 on Friday. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $21.37 and a 1-year high of $33.74. The company has a market cap of $49.81 billion, a price-to-earnings ratio of 34.24 and a beta of 1.15. The company’s fifty day moving average price is $32.29 and its two-hundred day moving average price is $31.88.

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.