Peterson Wealth Advisors LLC Buys 125,930 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Peterson Wealth Advisors LLC increased its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 216.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 184,067 shares of the company’s stock after buying an additional 125,930 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises approximately 0.9% of Peterson Wealth Advisors LLC’s holdings, making the stock its 17th largest holding. Peterson Wealth Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $5,161,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. D.B. Root & Company LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 345.5% in the 4th quarter. D.B. Root & Company LLC now owns 80,244 shares of the company’s stock worth $2,224,000 after acquiring an additional 62,230 shares during the last quarter. Asset Planning Services Inc. LA ADV boosted its position in shares of Schwab U.S. Mid-Cap ETF by 205.5% during the fourth quarter. Asset Planning Services Inc. LA ADV now owns 18,716 shares of the company’s stock valued at $519,000 after buying an additional 12,589 shares during the period. Janney Montgomery Scott LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 195.4% in the fourth quarter. Janney Montgomery Scott LLC now owns 40,530 shares of the company’s stock worth $1,123,000 after buying an additional 26,808 shares during the period. Bartlett & CO. Wealth Management LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 195.6% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 82,146 shares of the company’s stock worth $2,276,000 after acquiring an additional 54,361 shares during the last quarter. Finally, Kelleher Financial Advisors boosted its holdings in Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. Kelleher Financial Advisors now owns 8,175 shares of the company’s stock valued at $227,000 after acquiring an additional 5,450 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Down 0.3 %

Shares of Schwab U.S. Mid-Cap ETF stock opened at $29.14 on Thursday. Schwab U.S. Mid-Cap ETF has a 52 week low of $24.54 and a 52 week high of $30.28. The company has a market capitalization of $4.18 billion, a PE ratio of 16.47 and a beta of 1.09. The stock’s fifty day moving average is $28.71 and its two-hundred day moving average is $27.68.

About Schwab U.S. Mid-Cap ETF

(Free Report)

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

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