Schwab U.S. Mid-Cap ETF $SCHM Stake Lifted by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC increased its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,138,481 shares of the company’s stock after buying an additional 42,412 shares during the period. Schwab U.S. Mid-Cap ETF comprises approximately 8.6% of Mokosak Advisory Group LLC’s holdings, making the stock its 5th largest holding. Mokosak Advisory Group LLC owned about 0.28% of Schwab U.S. Mid-Cap ETF worth $34,235,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Caprock Group LLC bought a new position in Schwab U.S. Mid-Cap ETF in the third quarter worth approximately $697,000. Belpointe Asset Management LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 85.8% in the 3rd quarter. Belpointe Asset Management LLC now owns 45,867 shares of the company’s stock valued at $1,359,000 after acquiring an additional 21,177 shares during the period. Arkadios Wealth Advisors purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at $727,000. Seneca Financial Advisors LLC raised its position in shares of Schwab U.S. Mid-Cap ETF by 16.8% in the 3rd quarter. Seneca Financial Advisors LLC now owns 696,167 shares of the company’s stock worth $20,634,000 after acquiring an additional 100,076 shares in the last quarter. Finally, Dorato Capital Management bought a new stake in Schwab U.S. Mid-Cap ETF during the fourth quarter valued at about $2,361,000.

Schwab U.S. Mid-Cap ETF Price Performance

SCHM opened at $34.97 on Thursday. The firm has a market capitalization of $14.69 billion, a PE ratio of 18.83 and a beta of 1.04. The business’s 50-day moving average is $32.27 and its two-hundred day moving average is $31.28. Schwab U.S. Mid-Cap ETF has a 1 year low of $25.89 and a 1 year high of $35.04.

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.