Seneca Financial Advisors LLC Has $23.56 Million Holdings in Schwab U.S. Mid-Cap ETF $SCHM

Seneca Financial Advisors LLC lifted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 761,028 shares of the company’s stock after purchasing an additional 28,894 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 6.9% of Seneca Financial Advisors LLC’s holdings, making the stock its 5th largest holding. Seneca Financial Advisors LLC owned approximately 0.18% of Schwab U.S. Mid-Cap ETF worth $23,561,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.4% during the fourth quarter. Brighton Jones LLC now owns 23,293 shares of the company’s stock worth $645,000 after acquiring an additional 15,538 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 194.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 115,000 shares of the company’s stock worth $3,187,000 after acquiring an additional 75,941 shares during the last quarter. Royal Bank of Canada boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 5.1% in the 1st quarter. Royal Bank of Canada now owns 154,252 shares of the company’s stock valued at $4,042,000 after purchasing an additional 7,443 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 1.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 485,015 shares of the company’s stock valued at $12,707,000 after purchasing an additional 4,886 shares in the last quarter. Finally, Russell Investments Group Ltd. boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 37.4% in the 2nd quarter. Russell Investments Group Ltd. now owns 3,359 shares of the company’s stock valued at $94,000 after purchasing an additional 915 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

SCHM stock opened at $36.19 on Monday. The firm has a market cap of $15.20 billion, a P/E ratio of 18.83 and a beta of 1.04. The firm’s fifty day moving average is $34.83 and its 200 day moving average is $32.74. Schwab U.S. Mid-Cap ETF has a 52 week low of $27.76 and a 52 week high of $36.66.

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.