GuidedMoney LLC Buys New Holdings in Schwab U.S. Mid-Cap ETF $SCHM

GuidedMoney LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 51,435 shares of the company’s stock, valued at approximately $1,547,000. Schwab U.S. Mid-Cap ETF comprises approximately 0.8% of GuidedMoney LLC’s portfolio, making the stock its 9th biggest holding.

A number of other large investors have also bought and sold shares of SCHM. Farther Finance Advisors LLC boosted its position in Schwab U.S. Mid-Cap ETF by 41.7% during the 4th quarter. Farther Finance Advisors LLC now owns 538,826 shares of the company’s stock valued at $16,202,000 after buying an additional 158,469 shares during the period. Dorato Capital Management purchased a new position in Schwab U.S. Mid-Cap ETF during the 4th quarter valued at about $2,361,000. Chicago Partners Investment Group LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF by 10.8% during the fourth quarter. Chicago Partners Investment Group LLC now owns 951,922 shares of the company’s stock valued at $30,528,000 after buying an additional 93,144 shares during the period. Cassilly Financial Group LLC bought a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter worth $1,154,000. Finally, Blue Square Asset Management LLC raised its stake in Schwab U.S. Mid-Cap ETF by 28.0% in the fourth quarter. Blue Square Asset Management LLC now owns 305,958 shares of the company’s stock worth $9,200,000 after buying an additional 66,876 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Up 1.5%

Shares of Schwab U.S. Mid-Cap ETF stock opened at $36.09 on Friday. Schwab U.S. Mid-Cap ETF has a 12 month low of $27.10 and a 12 month high of $36.65. The firm has a market capitalization of $15.16 billion, a P/E ratio of 18.83 and a beta of 1.04. The business has a fifty day simple moving average of $34.42 and a two-hundred day simple moving average of $32.49.

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.