Schwab U.S. Large-Cap Growth ETF $SCHG Shares Purchased by Goepper Burkhardt LLC

Goepper Burkhardt LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.8% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,400,063 shares of the company’s stock after purchasing an additional 25,347 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 13.6% of Goepper Burkhardt LLC’s portfolio, making the stock its largest holding. Goepper Burkhardt LLC owned approximately 0.08% of Schwab U.S. Large-Cap Growth ETF worth $40,784,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHG. Duncker Streett & Co. Inc. lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 0.4% in the fourth quarter. Duncker Streett & Co. Inc. now owns 74,707 shares of the company’s stock worth $2,437,000 after buying an additional 312 shares during the last quarter. WMG Financial Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 2.1% in the 1st quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock valued at $458,000 after buying an additional 323 shares during the last quarter. CPC Advisors LLC grew its stake in Schwab U.S. Large-Cap Growth ETF by 2.3% in the 4th quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock valued at $480,000 after buying an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 3.6% in the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after acquiring an additional 326 shares during the period. Finally, Liberty Square Wealth Partners LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% in the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after acquiring an additional 340 shares during the period.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.27 on Wednesday. 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 firm has a fifty day moving average price of $34.12 and a two-hundred day moving average price of $32.35. The firm has a market cap of $59.97 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19.

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.