Kingswood Wealth Advisors LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 62.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 145,529 shares of the company’s stock after buying an additional 55,792 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $4,376,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently modified their holdings of the company. Fifth Third Bancorp bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the third quarter valued at approximately $30,000. Accredited Wealth Management LLC increased its position in Schwab U.S. Mid-Cap ETF by 100.0% in the third quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock worth $30,000 after purchasing an additional 502 shares during the last quarter. Ransom Advisory Ltd bought a new stake in Schwab U.S. Mid-Cap ETF in the fourth quarter worth $32,000. Guerra Advisors Inc bought a new stake in Schwab U.S. Mid-Cap ETF in the third quarter worth $33,000. Finally, Geneos Wealth Management Inc. increased its position in Schwab U.S. Mid-Cap ETF by 54.1% in the second quarter. Geneos Wealth Management Inc. now owns 1,479 shares of the company’s stock worth $41,000 after purchasing an additional 519 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Stock Performance
Shares of SCHM opened at $33.67 on Wednesday. The company’s fifty day moving average is $32.05 and its 200 day moving average is $31.01. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $24.20 and a fifty-two week high of $34.21. The stock has a market capitalization of $14.14 billion, a PE ratio of 18.83 and a beta of 1.05.
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.
See Also
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