Patriot Financial Group Insurance Agency LLC Raises Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Patriot Financial Group Insurance Agency LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 218.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 13,141 shares of the company’s stock after purchasing an additional 9,014 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $364,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. AQR Capital Management LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 56.9% in the second quarter. AQR Capital Management LLC now owns 80,039 shares of the company’s stock worth $6,229,000 after acquiring an additional 29,028 shares during the last quarter. NewEdge Advisors LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF by 24.5% during the 2nd quarter. NewEdge Advisors LLC now owns 50,285 shares of the company’s stock valued at $3,914,000 after buying an additional 9,898 shares during the period. Regal Investment Advisors LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF by 10.5% during the 2nd quarter. Regal Investment Advisors LLC now owns 9,769 shares of the company’s stock valued at $760,000 after buying an additional 931 shares during the period. Founders Financial Alliance LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 2nd quarter worth $76,000. Finally, KPP Advisory Services LLC boosted its holdings in Schwab U.S. Mid-Cap ETF by 34.5% in the second quarter. KPP Advisory Services LLC now owns 5,028 shares of the company’s stock valued at $391,000 after acquiring an additional 1,289 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of NYSEARCA:SCHM opened at $28.90 on Thursday. The business has a 50-day moving average of $28.75 and a two-hundred day moving average of $27.79. The firm has a market capitalization of $4.14 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.54 and a 12 month high of $30.28.

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.