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

Burkett Financial Services LLC lowered its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,615,100 shares of the company’s stock after selling 17,428 shares during the quarter. Schwab U.S. Large-Cap Growth ETF makes up about 17.1% of Burkett Financial Services LLC’s holdings, making the stock its biggest position. Burkett Financial Services LLC owned 0.09% of Schwab U.S. Large-Cap Growth ETF worth $54,655,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Duncker Streett & Co. Inc. lifted its position in 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 valued at $2,437,000 after acquiring an additional 312 shares during the last quarter. WMG Financial Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the first quarter. WMG Financial Advisors LLC now owns 15,713 shares of the company’s stock worth $458,000 after purchasing an additional 323 shares during the last quarter. CPC Advisors LLC grew its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the fourth quarter. CPC Advisors LLC now owns 14,719 shares of the company’s stock worth $480,000 after purchasing an additional 325 shares during the last quarter. AssuredPartners Investment Advisors LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.6% during the fourth quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock worth $306,000 after purchasing an additional 326 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC increased its position in shares of Schwab U.S. Large-Cap Growth ETF by 3.4% during the fourth quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock worth $338,000 after purchasing an additional 340 shares in the last quarter.

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

Schwab U.S. Large-Cap Growth ETF stock opened at $34.86 on Tuesday. The company has a market capitalization of $61.16 billion, a P/E ratio of 34.24 and a beta of 1.19. 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 stock has a 50-day simple moving average of $34.03 and a 200-day simple moving average of $32.41.

About Schwab U.S. Large-Cap Growth ETF

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.