Nadler Financial Group Inc. trimmed its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 7.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 333,762 shares of the company’s stock after selling 24,960 shares during the quarter. Schwab U.S. Mid-Cap ETF makes up about 1.0% of Nadler Financial Group Inc.’s portfolio, making the stock its 20th biggest holding. Nadler Financial Group Inc. owned 0.08% of Schwab U.S. Mid-Cap ETF worth $10,333,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. Chicago Partners Investment Group LLC raised its position in Schwab U.S. Mid-Cap ETF by 6.8% during the first quarter. Chicago Partners Investment Group LLC now owns 1,016,853 shares of the company’s stock worth $34,339,000 after acquiring an additional 64,931 shares during the period. Cdkv Holdings LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 3.9% during the 1st quarter. Cdkv Holdings LLC now owns 86,962 shares of the company’s stock worth $2,692,000 after acquiring an additional 3,225 shares during the period. Global Assets Advisory LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 1st quarter worth approximately $306,000. Diversify Wealth Management LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 20.3% in the 1st quarter. Diversify Wealth Management LLC now owns 173,944 shares of the company’s stock valued at $5,798,000 after purchasing an additional 29,349 shares during the last quarter. Finally, Valmark Advisers Inc. lifted its position in Schwab U.S. Mid-Cap ETF by 3.2% in the first quarter. Valmark Advisers Inc. now owns 114,248 shares of the company’s stock valued at $3,537,000 after buying an additional 3,557 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Stock Performance
NYSEARCA:SCHM opened at $35.38 on Tuesday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $27.76 and a fifty-two week high of $36.90. The company has a 50 day moving average price of $35.34 and a 200 day moving average price of $33.17. The stock has a market capitalization of $14.72 billion, a P/E ratio of 18.83 and a beta of 1.03.
Schwab U.S. Mid-Cap ETF Company 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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