Curtis Advisory Group LLC Grows Stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Curtis Advisory Group LLC grew its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 171.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,365 shares of the company’s stock after purchasing an additional 9,701 shares during the quarter. Curtis Advisory Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $426,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Advisory Alpha LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 195.3% during the fourth quarter. Advisory Alpha LLC now owns 5,718,828 shares of the company’s stock worth $158,471,000 after buying an additional 3,782,365 shares during the period. Legacy Wealth Management Inc lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 203.9% during the fourth quarter. Legacy Wealth Management Inc now owns 4,180,010 shares of the company’s stock worth $115,828,000 after buying an additional 2,804,735 shares during the period. Fragasso Financial Advisors Inc lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 201.2% during the fourth quarter. Fragasso Financial Advisors Inc now owns 3,345,175 shares of the company’s stock worth $92,695,000 after buying an additional 2,234,519 shares during the period. HighTower Advisors LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 2.6% during the third quarter. HighTower Advisors LLC now owns 3,258,331 shares of the company’s stock worth $270,683,000 after buying an additional 82,365 shares during the period. Finally, JMG Financial Group Ltd. lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 196.9% during the fourth quarter. JMG Financial Group Ltd. now owns 2,881,771 shares of the company’s stock worth $79,854,000 after buying an additional 1,910,992 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

NYSEARCA SCHM opened at $27.98 on Friday. The company has a market capitalization of $4.01 billion, a PE ratio of 16.47 and a beta of 1.09. The company has a fifty day moving average of $28.46 and a 200 day moving average of $28.04. Schwab U.S. Mid-Cap ETF has a 1 year low of $24.64 and a 1 year high of $30.28.

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.