Total Wealth Planning LLC Has $309,000 Stock Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Total Wealth Planning LLC grew its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 191.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,148 shares of the company’s stock after purchasing an additional 7,327 shares during the period. Total Wealth Planning LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $309,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Cordant Inc. acquired a new position in Schwab U.S. Mid-Cap ETF in the third quarter valued at about $30,000. Archer Investment Corp boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,965.0% in the 3rd quarter. Archer Investment Corp now owns 413 shares of the company’s stock worth $34,000 after acquiring an additional 393 shares in the last quarter. Massmutual Trust Co. FSB ADV acquired a new position in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter worth approximately $41,000. Hantz Financial Services Inc. increased its holdings in Schwab U.S. Mid-Cap ETF by 1,742.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 608 shares of the company’s stock valued at $51,000 after purchasing an additional 575 shares in the last quarter. Finally, Lowe Wealth Advisors LLC increased its holdings in Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. Lowe Wealth Advisors LLC now owns 2,124 shares of the company’s stock valued at $59,000 after purchasing an additional 1,416 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Schwab U.S. Mid-Cap ETF stock opened at $28.70 on Friday. Schwab U.S. Mid-Cap ETF has a 52 week low of $24.17 and a 52 week high of $30.28. The firm has a market cap of $4.11 billion, a P/E ratio of 16.47 and a beta of 1.09. The business’s fifty day moving average is $28.73 and its two-hundred day moving average is $27.59.

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.