Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA lessened its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 7.6% during the fourth quarter, Holdings Channel reports. The fund owned 413,578 shares of the company’s stock after selling 34,009 shares during the quarter. Berkshire Asset Management LLC PA’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $13,491,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of SCHG. Foundations Investment Advisors LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 10.9% during the 4th quarter. Foundations Investment Advisors LLC now owns 482,907 shares of the company’s stock valued at $15,752,000 after buying an additional 47,368 shares during the period. Bright Futures Wealth Management LLC. acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at about $635,000. Compound Planning Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF by 16.2% during the 3rd quarter. Compound Planning Inc. now owns 2,128,290 shares of the company’s stock valued at $67,914,000 after buying an additional 296,519 shares during the period. Charles Schwab Trust Co increased its stake in Schwab U.S. Large-Cap Growth ETF by 1.8% during the 4th quarter. Charles Schwab Trust Co now owns 1,753,222 shares of the company’s stock valued at $57,190,000 after buying an additional 30,853 shares during the period. Finally, Simplicity Wealth LLC increased its stake in Schwab U.S. Large-Cap Growth ETF by 13.8% during the 4th quarter. Simplicity Wealth LLC now owns 342,626 shares of the company’s stock valued at $11,176,000 after buying an additional 41,469 shares during the period.

Schwab U.S. Large-Cap Growth ETF Trading Down 0.8%

Schwab U.S. Large-Cap Growth ETF stock opened at $33.96 on Wednesday. The stock has a market cap of $57.40 billion, a price-to-earnings ratio of 34.24 and a beta of 1.19. The company’s 50-day moving average price is $33.28 and its two-hundred day moving average price is $32.13. Schwab U.S. Large-Cap Growth ETF has a 52 week low of $27.68 and a 52 week high of $35.42.

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.