Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Stock Holdings Increased by WealthShield Partners LLC

WealthShield Partners LLC increased its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 210.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,969 shares of the company’s stock after purchasing an additional 71,143 shares during the quarter. WealthShield Partners LLC owned 0.07% of Schwab U.S. Mid-Cap ETF worth $2,909,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Asset Advisors Investment Management LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 180.0% during the fourth quarter. Asset Advisors Investment Management LLC now owns 100,880 shares of the company’s stock valued at $2,795,000 after acquiring an additional 64,845 shares during the period. Capital Advisors Ltd. LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 207.2% during the fourth quarter. Capital Advisors Ltd. LLC now owns 11,735 shares of the company’s stock valued at $325,000 after acquiring an additional 7,915 shares during the period. Midwest Capital Advisors LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $1,080,000. Moisand Fitzgerald Tamayo LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 182.5% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 289,878 shares of the company’s stock valued at $8,033,000 after acquiring an additional 187,278 shares during the period. Finally, Black Diamond Financial LLC increased its stake in Schwab U.S. Mid-Cap ETF by 199.0% in the 4th quarter. Black Diamond Financial LLC now owns 263,445 shares of the company’s stock valued at $7,300,000 after buying an additional 175,331 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Performance

Schwab U.S. Mid-Cap ETF stock opened at $27.98 on Monday. The firm has a market cap of $4.01 billion, a PE ratio of 16.47 and a beta of 1.09. The firm’s 50 day moving average price is $28.46 and its two-hundred day moving average price is $28.08. Schwab U.S. Mid-Cap ETF has a twelve month low of $24.64 and a twelve month high of $30.28.

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.