Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by Souders Financial Advisors

Souders Financial Advisors raised its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.7% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,283 shares of the company’s stock after acquiring an additional 858 shares during the period. Souders Financial Advisors’ holdings in Schwab U.S. Mid-Cap ETF were worth $1,807,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Harbour Investments Inc. acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the first quarter worth approximately $1,300,000. Livingston Group Asset Management CO operating as Southport Capital Management acquired a new stake in Schwab U.S. Mid-Cap ETF in the first quarter worth approximately $2,815,000. AJ Wealth Strategies LLC lifted its position in Schwab U.S. Mid-Cap ETF by 29.1% in the first quarter. AJ Wealth Strategies LLC now owns 781,238 shares of the company’s stock worth $58,148,000 after purchasing an additional 175,978 shares during the period. Mariner LLC lifted its position in Schwab U.S. Mid-Cap ETF by 2.5% in the fourth quarter. Mariner LLC now owns 386,374 shares of the company’s stock worth $26,343,000 after purchasing an additional 9,588 shares during the period. Finally, Fulton Breakefield Broenniman LLC lifted its position in Schwab U.S. Mid-Cap ETF by 29.8% in the first quarter. Fulton Breakefield Broenniman LLC now owns 23,171 shares of the company’s stock worth $1,725,000 after purchasing an additional 5,316 shares during the period.

SCHM traded up $0.03 during trading on Wednesday, reaching $77.87. The stock had a trading volume of 5,585 shares, compared to its average volume of 332,715. Schwab U.S. Mid-Cap ETF has a 1-year low of $50.72 and a 1-year high of $79.58. The stock has a 50 day simple moving average of $77.62.

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Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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