Wealth Enhancement Advisory Services LLC Has $170.56 Million Stock Holdings in Schwab U.S. Mid-Cap ETF $SCHM

Wealth Enhancement Advisory Services LLC decreased its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 1.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,733,253 shares of the company’s stock after selling 64,359 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 1.40% of Schwab U.S. Mid-Cap ETF worth $170,564,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Creative Capital Management Investments LLC bought a new position in Schwab U.S. Mid-Cap ETF in the 2nd quarter worth $38,000. Geneos Wealth Management Inc. boosted its holdings in Schwab U.S. Mid-Cap ETF by 54.1% during the second quarter. Geneos Wealth Management Inc. now owns 1,479 shares of the company’s stock valued at $41,000 after acquiring an additional 519 shares during the period. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Schwab U.S. Mid-Cap ETF in the second quarter valued at about $42,000. Eastern Bank bought a new position in shares of Schwab U.S. Mid-Cap ETF in the third quarter worth about $70,000. Finally, Bulwark Capital Corp lifted its position in shares of Schwab U.S. Mid-Cap ETF by 31.1% during the 3rd quarter. Bulwark Capital Corp now owns 2,699 shares of the company’s stock worth $80,000 after purchasing an additional 640 shares during the last quarter.

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

Shares of NYSEARCA:SCHM opened at $32.11 on Monday. The company has a market cap of $13.13 billion, a price-to-earnings ratio of 18.83 and a beta of 1.08. The business has a 50 day moving average price of $30.29 and a 200 day moving average price of $29.64. Schwab U.S. Mid-Cap ETF has a twelve month low of $22.41 and a twelve month high of $32.30.

About Schwab U.S. Mid-Cap ETF

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.