Berger Financial Group Inc Has $75.67 Million Stake in Schwab U.S. Large-Cap Growth ETF $SCHG

Berger Financial Group Inc boosted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 13.2% in the 1st quarter, Holdings Channel reports. The institutional investor owned 2,597,718 shares of the company’s stock after buying an additional 302,290 shares during the quarter. Schwab U.S. Large-Cap Growth ETF accounts for 4.2% of Berger Financial Group Inc’s investment portfolio, making the stock its 4th largest holding. Berger Financial Group Inc’s holdings in Schwab U.S. Large-Cap Growth ETF were worth $75,672,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Duncker Streett & Co. Inc. raised its stake in shares of 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 period. WMG Financial Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.1% during the 1st 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 period. CPC Advisors LLC boosted its stake in shares of Schwab U.S. Large-Cap Growth ETF by 2.3% during the 4th 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 period. AssuredPartners Investment Advisors LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.6% during the 4th quarter. AssuredPartners Investment Advisors LLC now owns 9,384 shares of the company’s stock valued at $306,000 after purchasing an additional 326 shares during the last quarter. Finally, Liberty Square Wealth Partners LLC grew its holdings in Schwab U.S. Large-Cap Growth ETF by 3.4% during the 4th quarter. Liberty Square Wealth Partners LLC now owns 10,374 shares of the company’s stock valued at $338,000 after purchasing an additional 340 shares during the last quarter.

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

Shares of NYSEARCA SCHG opened at $34.12 on Friday. The company has a market cap of $59.55 billion, a P/E ratio of 34.24 and a beta of 1.19. Schwab U.S. Large-Cap Growth ETF has a 1 year low of $27.96 and a 1 year high of $35.42. The firm has a 50-day simple moving average of $33.85 and a two-hundred day simple moving average of $32.20.

Schwab U.S. Large-Cap Growth ETF 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.