DHJJ Financial Advisors Ltd. increased its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 9.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 228,224 shares of the company’s stock after acquiring an additional 19,925 shares during the period. Schwab U.S. Mid-Cap ETF comprises 2.3% of DHJJ Financial Advisors Ltd.’s investment portfolio, making the stock its 7th biggest position. DHJJ Financial Advisors Ltd.’s holdings in Schwab U.S. Mid-Cap ETF were worth $7,764,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently bought and sold shares of SCHM. Curry Webb Wealth Management LLC acquired a new position in Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at about $25,000. Compass Financial Management LLC purchased a new stake in Schwab U.S. Mid-Cap ETF during the second quarter worth about $30,000. Evergreen Advisors LLC purchased a new stake in Schwab U.S. Mid-Cap ETF during the first quarter worth about $29,000. Angeles Wealth Management LLC increased its stake in Schwab U.S. Mid-Cap ETF by 67.1% during the second quarter. Angeles Wealth Management LLC now owns 934 shares of the company’s stock worth $34,000 after purchasing an additional 375 shares during the period. Finally, Trust Co. of Vermont acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the second quarter worth about $35,000.
Schwab U.S. Mid-Cap ETF Stock Performance
Shares of SCHM opened at $34.54 on Friday. The company’s 50-day simple moving average is $35.03 and its 200-day simple moving average is $34.95. Schwab U.S. Mid-Cap ETF has a 1 year low of $28.25 and a 1 year high of $36.92. The stock has a market capitalization of $14.61 billion, a PE ratio of 18.83 and a beta of 1.05.
Schwab U.S. Mid-Cap ETF 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.
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