152,543 Schwab U.S. Mid-Cap ETF $SCHM Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC lessened its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 43.8% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 195,504 shares of the company’s stock after selling 152,543 shares during the period. Simplicity Wealth LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $6,651,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Boltwood Capital Management acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the third quarter valued at approximately $3,319,000. FAS Wealth Partners Inc. raised its holdings in Schwab U.S. Mid-Cap ETF by 3.8% during the first quarter. FAS Wealth Partners Inc. now owns 627,188 shares of the company’s stock worth $19,418,000 after purchasing an additional 22,838 shares in the last quarter. Range Advisory LLC lifted its position in Schwab U.S. Mid-Cap ETF by 52.7% in the second quarter. Range Advisory LLC now owns 293,784 shares of the company’s stock worth $10,832,000 after purchasing an additional 101,396 shares during the period. Cetera Investment Advisers lifted its position in Schwab U.S. Mid-Cap ETF by 9.5% in the first quarter. Cetera Investment Advisers now owns 1,285,570 shares of the company’s stock worth $39,801,000 after purchasing an additional 111,937 shares during the period. Finally, Lodestar Private Asset Management LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 5.0% during the 1st quarter. Lodestar Private Asset Management LLC now owns 472,201 shares of the company’s stock valued at $14,619,000 after purchasing an additional 22,462 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of NYSEARCA SCHM opened at $34.54 on Friday. Schwab U.S. Mid-Cap ETF has a 1 year low of $28.25 and a 1 year high of $36.92. The firm has a market cap of $14.61 billion, a P/E ratio of 18.83 and a beta of 1.05. The stock has a fifty day moving average price of $35.03 and a two-hundred day moving average price of $34.95.

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.