Greenwood Gearhart LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 141.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,667 shares of the company’s stock after purchasing an additional 20,911 shares during the quarter. Greenwood Gearhart LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,104,000 as of its most recent SEC filing.
Several other institutional investors have also bought and sold shares of SCHM. Valpey Financial Services LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF by 2,876.4% in the 4th quarter. Valpey Financial Services LLC now owns 4,224,671 shares of the company’s stock worth $140,495,000 after buying an additional 4,082,734 shares in the last quarter. 93 Financial Group LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter valued at about $48,614,000. Financial Planning Navigators CORP bought a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter valued at about $22,267,000. Moneta Group Investment Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 6.5% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 10,669,428 shares of the company’s stock valued at $320,830,000 after acquiring an additional 648,134 shares during the last quarter. Finally, Corient Private Wealth LLC grew its position in Schwab U.S. Mid-Cap ETF by 97.8% in the second quarter. Corient Private Wealth LLC now owns 1,289,510 shares of the company’s stock worth $36,187,000 after acquiring an additional 637,571 shares in the last quarter.
Schwab U.S. Mid-Cap ETF Stock Performance
SCHM opened at $34.99 on Monday. The stock has a 50-day moving average of $35.40 and a 200 day moving average of $33.30. Schwab U.S. Mid-Cap ETF has a 12 month low of $27.76 and a 12 month high of $36.90. The firm has a market cap of $14.58 billion, a P/E ratio of 18.83 and a beta of 1.03.
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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