Kiley Juergens Wealth Management LLC Makes New $288,000 Investment in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Kiley Juergens Wealth Management LLC bought a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 10,383 shares of the company’s stock, valued at approximately $288,000.

Several other hedge funds also recently made changes to their positions in the company. Global Wealth Strategies & Associates increased its stake in shares of Schwab U.S. Mid-Cap ETF by 28.0% in the 3rd quarter. Global Wealth Strategies & Associates now owns 735 shares of the company’s stock worth $61,000 after acquiring an additional 161 shares in the last quarter. Centaurus Financial Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF by 6.1% during the 2nd quarter. Centaurus Financial Inc. now owns 3,622 shares of the company’s stock valued at $282,000 after purchasing an additional 209 shares during the last quarter. Avior Wealth Management LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 0.3% in the 3rd quarter. Avior Wealth Management LLC now owns 110,412 shares of the company’s stock worth $9,174,000 after purchasing an additional 357 shares during the period. Cordant Inc. purchased a new position in Schwab U.S. Mid-Cap ETF during the third quarter valued at approximately $30,000. Finally, Leisure Capital Management boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 1.2% in the third quarter. Leisure Capital Management now owns 31,790 shares of the company’s stock worth $2,641,000 after acquiring an additional 379 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of NYSEARCA SCHM opened at $28.82 on Tuesday. Schwab U.S. Mid-Cap ETF has a 1-year low of $24.24 and a 1-year high of $30.28. The business has a fifty day moving average price of $28.71 and a 200 day moving average price of $27.66. The stock has a market capitalization of $4.13 billion, a P/E ratio of 16.47 and a beta of 1.09.

About Schwab U.S. Mid-Cap ETF

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.