Schwab U.S. Large-Cap Growth ETF $SCHG Shares Purchased by Berger Financial Group Inc

Berger Financial Group Inc raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,295,428 shares of the company’s stock after purchasing an additional 27,587 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for about 4.3% of Berger Financial Group Inc’s holdings, making the stock its 3rd biggest position. Berger Financial Group Inc owned approximately 0.14% of Schwab U.S. Large-Cap Growth ETF worth $74,877,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 16.3% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 2,232 shares of the company’s stock valued at $72,000 after buying an additional 312 shares in the last quarter. Pinnacle Financial Partners Inc grew its holdings in Schwab U.S. Large-Cap Growth ETF by 0.9% during the third quarter. Pinnacle Financial Partners Inc now owns 36,217 shares of the company’s stock worth $1,156,000 after acquiring an additional 315 shares during the period. Woodmont Investment Counsel LLC raised its position in Schwab U.S. Large-Cap Growth ETF by 0.8% in the third quarter. Woodmont Investment Counsel LLC now owns 40,616 shares of the company’s stock worth $1,296,000 after acquiring an additional 325 shares in the last quarter. Howe & Rusling Inc. lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 37.7% in the third quarter. Howe & Rusling Inc. now owns 1,212 shares of the company’s stock valued at $39,000 after acquiring an additional 332 shares during the period. Finally, Dumont & Blake Investment Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 1.3% in the third quarter. Dumont & Blake Investment Advisors LLC now owns 26,803 shares of the company’s stock valued at $855,000 after acquiring an additional 336 shares during the period.

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

Shares of NYSEARCA SCHG opened at $32.62 on Friday. The firm has a market capitalization of $53.79 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a one year low of $22.74 and a one year high of $33.74. The company’s fifty day moving average is $30.39 and its two-hundred day moving average is $31.73.

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.