Oakwell Private Wealth Management LLC Has $501,000 Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Oakwell Private Wealth Management LLC grew its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 184.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,063 shares of the company’s stock after purchasing an additional 11,716 shares during the quarter. Oakwell Private Wealth Management LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $501,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the company. Farmers & Merchants Investments Inc. raised its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 951 shares of the company’s stock worth $26,000 after acquiring an additional 634 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock valued at $27,000 after purchasing an additional 640 shares in the last quarter. Cordant Inc. lifted its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Cordant Inc. now owns 1,089 shares of the company’s stock valued at $30,000 after purchasing an additional 726 shares in the last quarter. Archer Investment Corp increased its position in shares of Schwab U.S. Mid-Cap ETF by 1,965.0% during the third quarter. Archer Investment Corp now owns 413 shares of the company’s stock valued at $34,000 after acquiring an additional 393 shares during the last quarter. Finally, UMB Bank n.a. raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock worth $37,000 after purchasing an additional 882 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of NYSEARCA SCHM opened at $27.85 on Wednesday. The stock has a market capitalization of $11.33 billion, a PE ratio of 19.14 and a beta of 1.15. Schwab U.S. Mid-Cap ETF has a one year low of $24.64 and a one year high of $30.28. The business’s fifty day moving average price is $28.43 and its 200-day moving average price is $28.11.

About Schwab U.S. Mid-Cap ETF

(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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