Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Holdings Lifted by Retirement Planning Group LLC

Retirement Planning Group LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 14.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,017 shares of the company’s stock after buying an additional 1,411 shares during the period. Retirement Planning Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $897,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. North Star Investment Management Corp. acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at $39,000. Lowe Wealth Advisors LLC bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth about $53,000. VisionPoint Advisory Group LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 10,957.1% in the 3rd quarter. VisionPoint Advisory Group LLC now owns 774 shares of the company’s stock worth $52,000 after acquiring an additional 767 shares during the period. Contravisory Investment Management Inc. lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 21.0% in the 1st quarter. Contravisory Investment Management Inc. now owns 818 shares of the company’s stock worth $67,000 after acquiring an additional 142 shares during the period. Finally, Providence Capital Advisors LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the third quarter valued at approximately $63,000.

Schwab U.S. Mid-Cap ETF Trading Down 0.9 %

NYSEARCA:SCHM traded down $0.68 during midday trading on Tuesday, hitting $77.87. 176,635 shares of the stock were exchanged, compared to its average volume of 302,868. The company has a market capitalization of $11.16 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a one year low of $62.87 and a one year high of $81.74. The business has a 50-day moving average price of $78.37 and a two-hundred day moving average price of $77.15.

Schwab U.S. Mid-Cap ETF Profile

(Free Report)

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

Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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