Vise Technologies Inc. boosted its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 173.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,195 shares of the company’s stock after acquiring an additional 59,068 shares during the period. Vise Technologies Inc.’s holdings in Schwab U.S. Mid-Cap ETF were worth $2,802,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in SCHM. Valpey Financial Services LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 2,876.4% in the fourth quarter. Valpey Financial Services LLC now owns 4,224,671 shares of the company’s stock valued at $140,495,000 after acquiring an additional 4,082,734 shares in the last quarter. Financial Planning Navigators CORP acquired a new stake in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at $22,267,000. Corient Private Wealth LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 97.8% in the second quarter. Corient Private Wealth LLC now owns 1,289,510 shares of the company’s stock valued at $36,187,000 after acquiring an additional 637,571 shares in the last quarter. Advisory Alpha LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 6.8% in the third quarter. Advisory Alpha LLC now owns 8,942,309 shares of the company’s stock valued at $267,436,000 after acquiring an additional 568,609 shares in the last quarter. Finally, Moneta Group Investment Advisors LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 5.9% in the third quarter. Moneta Group Investment Advisors LLC now owns 10,021,294 shares of the company’s stock valued at $297,031,000 after acquiring an additional 555,701 shares in the last quarter.
Schwab U.S. Mid-Cap ETF Price Performance
SCHM opened at $34.83 on Friday. The stock has a market capitalization of $14.63 billion, a PE ratio of 18.83 and a beta of 1.04. The firm’s fifty day moving average price is $33.60 and its 200 day moving average price is $32.06. Schwab U.S. Mid-Cap ETF has a 12-month low of $27.05 and a 12-month high of $35.85.
Schwab U.S. Mid-Cap ETF 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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