Schwab U.S. Large-Cap Growth ETF $SCHG Holdings Trimmed by Burkett Financial Services LLC

Burkett Financial Services LLC trimmed its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,599,626 shares of the company’s stock after selling 62,199 shares during the period. Schwab U.S. Large-Cap Growth ETF comprises 17.8% of Burkett Financial Services LLC’s investment portfolio, making the stock its biggest position. Burkett Financial Services LLC owned approximately 0.10% of Schwab U.S. Large-Cap Growth ETF worth $52,180,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 300.3% during the fourth quarter. Brighton Jones LLC now owns 12,182 shares of the company’s stock valued at $340,000 after acquiring an additional 9,139 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 294.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock worth $13,416,000 after purchasing an additional 359,429 shares during the last quarter. AQR Capital Management LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 19.6% in the first quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock worth $3,246,000 after purchasing an additional 21,234 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in Schwab U.S. Large-Cap Growth ETF by 285.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock valued at $13,040,000 after purchasing an additional 385,822 shares during the period. Finally, Bank of New York Mellon Corp grew its stake in Schwab U.S. Large-Cap Growth ETF by 5.3% in the 2nd quarter. Bank of New York Mellon Corp now owns 297,139 shares of the company’s stock valued at $8,679,000 after purchasing an additional 14,847 shares during the period.

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

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $29.80 on Friday. The firm has a market cap of $48.78 billion, a PE ratio of 34.24 and a beta of 1.15. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $21.37 and a 1 year high of $33.74. The stock has a fifty day moving average price of $31.26 and a 200-day moving average price of $31.92.

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.