Blue Barn Wealth LLC Purchases 394 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Blue Barn Wealth LLC lifted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 0.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 46,235 shares of the company’s stock after buying an additional 394 shares during the period. Schwab U.S. Mid-Cap ETF makes up approximately 2.1% of Blue Barn Wealth LLC’s portfolio, making the stock its 11th biggest holding. Blue Barn Wealth LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $3,482,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHM. Cerity Partners LLC grew its stake in Schwab U.S. Mid-Cap ETF by 1,509.2% during the fourth quarter. Cerity Partners LLC now owns 18,943,319 shares of the company’s stock valued at $1,426,811,000 after acquiring an additional 17,766,110 shares in the last quarter. Financial Engines Advisors L.L.C. grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 9.1% during the third quarter. Financial Engines Advisors L.L.C. now owns 20,492,571 shares of the company’s stock worth $1,386,937,000 after purchasing an additional 1,714,519 shares in the last quarter. Sheets Smith Wealth Management raised its stake in Schwab U.S. Mid-Cap ETF by 1,864.1% in the fourth quarter. Sheets Smith Wealth Management now owns 448,039 shares of the company’s stock valued at $33,746,000 after purchasing an additional 425,228 shares in the last quarter. Advocacy Wealth Management Services LLC bought a new stake in Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $26,898,000. Finally, Trust Point Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter worth $16,609,000.

Schwab U.S. Mid-Cap ETF Stock Down 0.2 %

Shares of NYSEARCA SCHM traded down $0.19 during mid-day trading on Wednesday, reaching $79.00. 212,515 shares of the company were exchanged, compared to its average volume of 326,437. The stock has a market capitalization of $11.32 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 52 week low of $62.87 and a 52 week high of $81.74. The company’s 50 day moving average price is $78.67 and its 200 day moving average price is $74.34.

Schwab U.S. Mid-Cap ETF Company Profile

The Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market cap-weighted index of mid-cap stocks in the Dow Jones US Total Stock Market Index. SCHM was launched on Jan 13, 2011 and is managed by Charles Schwab.