Warner Financial Inc. Increases Position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Warner Financial Inc. increased its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 275.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 128,713 shares of the company’s stock after purchasing an additional 94,399 shares during the quarter. Schwab U.S. Large-Cap Value ETF makes up 1.4% of Warner Financial Inc.’s holdings, making the stock its 18th largest position. Warner Financial Inc. owned 0.09% of Schwab U.S. Large-Cap Value ETF worth $3,356,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. Gemmer Asset Management LLC boosted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 206.9% in the 4th quarter. Gemmer Asset Management LLC now owns 4,188,511 shares of the company’s stock valued at $109,194,000 after acquiring an additional 2,823,773 shares during the last quarter. Financial Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF by 197.8% in the fourth quarter. Financial Advisors LLC now owns 2,724,819 shares of the company’s stock valued at $71,036,000 after acquiring an additional 1,809,770 shares in the last quarter. Brady Martz Wealth Solutions LLC purchased a new position in Schwab U.S. Large-Cap Value ETF in the 4th quarter worth approximately $42,697,000. CX Institutional raised its holdings in shares of Schwab U.S. Large-Cap Value ETF by 324.3% during the 4th quarter. CX Institutional now owns 1,843,143 shares of the company’s stock worth $48,051,000 after acquiring an additional 1,408,706 shares during the period. Finally, Krilogy Financial LLC grew its holdings in shares of Schwab U.S. Large-Cap Value ETF by 150.7% in the fourth quarter. Krilogy Financial LLC now owns 2,205,034 shares of the company’s stock valued at $57,485,000 after purchasing an additional 1,325,485 shares during the period.

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

Shares of NYSEARCA SCHV opened at $27.31 on Tuesday. The company has a market capitalization of $3.94 billion, a P/E ratio of 17.88 and a beta of 0.77. The company has a 50 day simple moving average of $26.84 and a 200-day simple moving average of $26.45. Schwab U.S. Large-Cap Value ETF has a 1 year low of $23.35 and a 1 year high of $28.19.

Schwab U.S. Large-Cap Value ETF Company Profile

Schwab U.S. Large-Cap Value ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.