Cwm LLC Has $5.85 Million Stake in Schwab U.S. Mid-Cap ETF $SCHM

Cwm LLC trimmed its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 16.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 208,455 shares of the company’s stock after selling 41,518 shares during the quarter. Cwm LLC owned approximately 0.05% of Schwab U.S. Mid-Cap ETF worth $5,847,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Schwab U.S. Mid-Cap ETF Stock Up 0.2%

Shares of SCHM opened at $29.80 on Thursday. Schwab U.S. Mid-Cap ETF has a 12-month low of $22.41 and a 12-month high of $30.28. The firm has a market capitalization of $12.24 billion, a PE ratio of 18.83 and a beta of 1.13. The stock’s fifty day simple moving average is $29.49 and its 200-day simple moving average is $27.84.

About Schwab U.S. Mid-Cap ETF

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.