Warner Financial Inc. Has $8.21 Million Stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Warner Financial Inc. increased its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 365.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 294,725 shares of the company’s stock after purchasing an additional 231,364 shares during the period. Schwab U.S. Large-Cap Growth ETF accounts for 3.5% of Warner Financial Inc.’s portfolio, making the stock its 6th largest position. Warner Financial Inc. owned approximately 0.10% of Schwab U.S. Large-Cap Growth ETF worth $8,214,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SCHG. Hantz Financial Services Inc. acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF during the third quarter valued at $56,000. Tidemark LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 119.8% during the 3rd quarter. Tidemark LLC now owns 734 shares of the company’s stock valued at $76,000 after purchasing an additional 400 shares during the period. Providence Capital Advisors LLC acquired a new position in Schwab U.S. Large-Cap Growth ETF during the 3rd quarter valued at about $105,000. Versant Capital Management Inc grew its position in Schwab U.S. Large-Cap Growth ETF by 300.4% in the 4th quarter. Versant Capital Management Inc now owns 1,017 shares of the company’s stock worth $28,000 after purchasing an additional 763 shares during the last quarter. Finally, Kennebec Savings Bank acquired a new stake in shares of Schwab U.S. Large-Cap Growth ETF in the third quarter valued at approximately $112,000.

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

SCHG opened at $28.05 on Tuesday. The stock’s 50 day moving average price is $28.21 and its 200 day moving average price is $26.54. The stock has a market cap of $8.20 billion, a P/E ratio of 39.82 and a beta of 1.25. Schwab U.S. Large-Cap Growth ETF has a 12 month low of $21.27 and a 12 month high of $29.14.

Schwab U.S. Large-Cap Growth ETF Company 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.