Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by Ritter Daniher Financial Advisory LLC DE

Posted by Michelle Swanson on Apr 6th, 2025

Ritter Daniher Financial Advisory LLC DE lifted its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 200.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,205 shares of the company’s stock after buying an additional 3,470 shares during the period. Ritter Daniher Financial Advisory LLC DE’s holdings in Schwab U.S. Mid-Cap ETF were worth $144,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Financial Engines Advisors L.L.C. raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 129.1% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 59,401,539 shares of the company’s stock worth $1,646,017,000 after purchasing an additional 33,472,238 shares during the period. HighTower Advisors LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 209.3% in the fourth quarter. HighTower Advisors LLC now owns 10,077,570 shares of the company’s stock valued at $279,249,000 after buying an additional 6,819,239 shares during the period. Advisory Alpha LLC lifted its position in Schwab U.S. Mid-Cap ETF by 195.3% during the fourth quarter. Advisory Alpha LLC now owns 5,718,828 shares of the company’s stock valued at $158,471,000 after buying an additional 3,782,365 shares in the last quarter. Legacy Wealth Management Inc grew its stake in Schwab U.S. Mid-Cap ETF by 203.9% during the fourth quarter. Legacy Wealth Management Inc now owns 4,180,010 shares of the company’s stock worth $115,828,000 after buying an additional 2,804,735 shares during the period. Finally, Fragasso Financial Advisors Inc increased its position in shares of Schwab U.S. Mid-Cap ETF by 201.2% in the fourth quarter. Fragasso Financial Advisors Inc now owns 3,345,175 shares of the company’s stock worth $92,695,000 after acquiring an additional 2,234,519 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Down 5.2 %

NYSEARCA:SCHM opened at $23.64 on Friday. The firm’s fifty day simple moving average is $27.51 and its 200 day simple moving average is $28.08. Schwab U.S. Mid-Cap ETF has a twelve month low of $23.19 and a twelve month high of $30.28. The firm has a market capitalization of $9.65 billion, a price-to-earnings ratio of 18.01 and a beta of 1.09.

Schwab U.S. Mid-Cap ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were given a $0.0776 dividend. The ex-dividend date was Wednesday, March 26th.

Schwab U.S. Mid-Cap ETF Company 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.