Squire Investment Management Company LLC Acquires 22,057 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Squire Investment Management Company LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 237.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,348 shares of the company’s stock after buying an additional 22,057 shares during the period. Squire Investment Management Company LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $869,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Walkner Condon Financial Advisors LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 8,247 shares of the company’s stock worth $229,000 after acquiring an additional 5,498 shares during the last quarter. Values Added Financial LLC increased its holdings in Schwab U.S. Mid-Cap ETF by 212.6% during the 4th quarter. Values Added Financial LLC now owns 66,100 shares of the company’s stock worth $1,832,000 after purchasing an additional 44,952 shares in the last quarter. Bogart Wealth LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 201.2% in the fourth quarter. Bogart Wealth LLC now owns 51,774 shares of the company’s stock worth $1,435,000 after purchasing an additional 34,583 shares during the last quarter. DHJJ Financial Advisors Ltd. raised its stake in shares of Schwab U.S. Mid-Cap ETF by 190.8% in the fourth quarter. DHJJ Financial Advisors Ltd. now owns 210,955 shares of the company’s stock worth $5,846,000 after purchasing an additional 138,412 shares during the last quarter. Finally, Attessa Capital LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $299,000.

Schwab U.S. Mid-Cap ETF Trading Up 1.1 %

Shares of Schwab U.S. Mid-Cap ETF stock opened at $28.82 on Friday. The company has a market capitalization of $4.13 billion, a P/E ratio of 16.47 and a beta of 1.09. The stock has a fifty day simple moving average of $28.55 and a 200 day simple moving average of $27.94. Schwab U.S. Mid-Cap ETF has a 12-month low of $24.64 and a 12-month high of $30.28.

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.

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

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