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

Burkett Financial Services LLC reduced its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 1.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,615,100 shares of the company’s stock after selling 17,428 shares during the period. Schwab U.S. Large-Cap Growth ETF makes up 17.1% of Burkett Financial Services LLC’s investment portfolio, making the stock its largest holding. Burkett Financial Services LLC’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $54,655,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Versant Capital Management Inc raised its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 29.8% in the second quarter. Versant Capital Management Inc now owns 5,319 shares of the company’s stock valued at $180,000 after buying an additional 1,220 shares during the last quarter. First County Bank CT increased its position in Schwab U.S. Large-Cap Growth ETF by 5.7% in the 2nd quarter. First County Bank CT now owns 65,198 shares of the company’s stock valued at $2,206,000 after acquiring an additional 3,531 shares during the period. Adelphi Trust Co increased its position in Schwab U.S. Large-Cap Growth ETF by 17.3% in the 2nd quarter. Adelphi Trust Co now owns 33,628 shares of the company’s stock valued at $1,138,000 after acquiring an additional 4,963 shares during the period. WealthPoint Financial LLC raised its stake in Schwab U.S. Large-Cap Growth ETF by 10.9% during the 1st quarter. WealthPoint Financial LLC now owns 81,802 shares of the company’s stock valued at $2,383,000 after acquiring an additional 8,046 shares during the last quarter. Finally, Optimus Capital Advisors LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF by 47.3% during the first quarter. Optimus Capital Advisors LLC now owns 22,717 shares of the company’s stock worth $662,000 after purchasing an additional 7,293 shares during the last quarter.

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

Shares of NYSEARCA SCHG opened at $34.86 on Tuesday. The stock has a fifty day moving average price of $34.03 and a 200 day moving average price of $32.41. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $27.96 and a 1-year high of $35.42. The company has a market cap of $61.16 billion, a PE ratio of 34.24 and a beta of 1.19.

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.