Goepper Burkhardt LLC Has $44.84 Million Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG

Goepper Burkhardt LLC grew its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 2.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,374,716 shares of the company’s stock after acquiring an additional 36,040 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 14.6% of Goepper Burkhardt LLC’s holdings, making the stock its largest holding. Goepper Burkhardt LLC owned 0.08% of Schwab U.S. Large-Cap Growth ETF worth $44,843,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of SCHG. Brighton Jones LLC increased its holdings 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 in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 294.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 481,364 shares of the company’s stock valued at $13,416,000 after acquiring an additional 359,429 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 19.6% during the first quarter. AQR Capital Management LLC now owns 129,643 shares of the company’s stock valued at $3,246,000 after acquiring an additional 21,234 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 285.9% during the first quarter. Goldman Sachs Group Inc. now owns 520,761 shares of the company’s stock valued at $13,040,000 after acquiring an additional 385,822 shares in the last quarter. Finally, First Trust Advisors LP bought a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the second quarter valued at approximately $248,000.

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

NYSEARCA SCHG opened at $34.37 on Tuesday. The company has a market cap of $58.09 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $26.80 and a 52 week high of $34.74. The business has a 50 day moving average price of $31.74 and a 200-day moving average price of $31.91.

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.