IAG Wealth Partners LLC trimmed its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,670 shares of the company’s stock after selling 2,567 shares during the quarter. IAG Wealth Partners LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,482,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in SCHM. WestHill Financial Advisors Inc. acquired a new position in Schwab U.S. Mid-Cap ETF during the 3rd quarter worth approximately $28,000. Fifth Third Bancorp increased its position in Schwab U.S. Mid-Cap ETF by 1,285.7% during the 3rd quarter. Fifth Third Bancorp now owns 485 shares of the company’s stock worth $33,000 after purchasing an additional 450 shares in the last quarter. NBC Securities Inc. acquired a new position in Schwab U.S. Mid-Cap ETF during the 3rd quarter worth approximately $37,000. North Star Investment Management Corp. bought a new stake in Schwab U.S. Mid-Cap ETF during the 4th quarter worth approximately $39,000. Finally, VisionPoint Advisory Group LLC increased its position in 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 valued at $52,000 after acquiring an additional 767 shares during the period.
Schwab U.S. Mid-Cap ETF Stock Performance
Shares of NYSEARCA SCHM opened at $77.33 on Friday. Schwab U.S. Mid-Cap ETF has a 52-week low of $62.87 and a 52-week high of $81.74. The firm has a 50 day moving average price of $78.50 and a two-hundred day moving average price of $73.75. The stock has a market cap of $11.06 billion, a P/E ratio of 16.71 and a beta of 1.09.
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.
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