Wealthcare Advisory Partners LLC decreased its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 15.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 100,912 shares of the company’s stock after selling 18,337 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $3,034,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in the company. Denver PWM LLC boosted its position in Schwab U.S. Mid-Cap ETF by 4.9% during the second quarter. Denver PWM LLC now owns 650,802 shares of the company’s stock worth $18,255,000 after acquiring an additional 30,453 shares during the last quarter. Caprock Group LLC acquired a new position in Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at $697,000. Arkadios Wealth Advisors purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth $727,000. Belpointe Asset Management LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 85.8% during the third quarter. Belpointe Asset Management LLC now owns 45,867 shares of the company’s stock worth $1,359,000 after purchasing an additional 21,177 shares during the last quarter. Finally, Seneca Financial Advisors LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 16.8% during the third quarter. Seneca Financial Advisors LLC now owns 696,167 shares of the company’s stock worth $20,634,000 after purchasing an additional 100,076 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Price Performance
Shares of NYSEARCA:SCHM opened at $30.31 on Monday. The company has a market cap of $12.41 billion, a P/E ratio of 18.83 and a beta of 1.08. The business has a fifty day simple moving average of $31.99 and a 200-day simple moving average of $30.71. Schwab U.S. Mid-Cap ETF has a 52 week low of $22.41 and a 52 week high of $33.18.
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.
Further Reading
Want to see what other hedge funds are holding SCHM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report).
Receive News & Ratings for Schwab U.S. Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
