Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Goepper Burkhardt LLC’s Largest Position

Goepper Burkhardt LLC raised its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 0.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 309,782 shares of the company’s stock after buying an additional 907 shares during the quarter. Schwab U.S. Large-Cap Growth ETF comprises 14.1% of Goepper Burkhardt LLC’s portfolio, making the stock its biggest holding. Goepper Burkhardt LLC owned approximately 0.11% of Schwab U.S. Large-Cap Growth ETF worth $31,238,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Fairfield Financial Advisors LTD purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF during the 2nd quarter worth $25,000. Tidemark LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth about $28,000. MTM Investment Management LLC acquired a new stake in Schwab U.S. Large-Cap Growth ETF during the first quarter worth about $32,000. Edmond DE Rothschild Holding S.A. purchased a new position in Schwab U.S. Large-Cap Growth ETF during the fourth quarter worth approximately $35,000. Finally, Pineridge Advisors LLC boosted its position in Schwab U.S. Large-Cap Growth ETF by 45.7% during the first quarter. Pineridge Advisors LLC now owns 386 shares of the company’s stock worth $36,000 after purchasing an additional 121 shares in the last quarter.

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

NYSEARCA SCHG opened at $103.34 on Friday. The company has a market cap of $30.23 billion, a PE ratio of 39.82 and a beta of 1.25. The stock’s 50 day simple moving average is $99.71 and its 200-day simple moving average is $96.67. Schwab U.S. Large-Cap Growth ETF has a 1-year low of $69.78 and a 1-year high of $105.74.

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.