Schwab U.S. Mid-Cap ETF $SCHM Shares Sold by Retirement Planning Group LLC

Retirement Planning Group LLC reduced its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.3% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,271 shares of the company’s stock after selling 923 shares during the quarter. Retirement Planning Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $765,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in the business. EP Wealth Advisors LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 1.1% during the 1st quarter. EP Wealth Advisors LLC now owns 36,924 shares of the company’s stock worth $967,000 after acquiring an additional 386 shares in the last quarter. Von Berge Wealth Management Group LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 2nd quarter. Von Berge Wealth Management Group LLC now owns 116,818 shares of the company’s stock worth $3,376,000 after acquiring an additional 395 shares in the last quarter. Citizens Financial Group Inc. RI boosted its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 1st quarter. Citizens Financial Group Inc. RI now owns 135,348 shares of the company’s stock worth $3,546,000 after acquiring an additional 398 shares in the last quarter. LifePlan Financial LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 2.3% during the 2nd quarter. LifePlan Financial LLC now owns 21,228 shares of the company’s stock worth $595,000 after acquiring an additional 470 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 2nd quarter. Alpha Omega Wealth Management LLC now owns 144,463 shares of the company’s stock worth $4,052,000 after acquiring an additional 482 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

NYSEARCA:SCHM opened at $29.57 on Thursday. The stock has a market cap of $12.10 billion, a P/E ratio of 18.83 and a beta of 1.13. Schwab U.S. Mid-Cap ETF has a 1 year low of $22.41 and a 1 year high of $30.28. The stock has a 50-day simple moving average of $29.59 and a 200-day simple moving average of $27.98.

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.