Seneca Financial Advisors LLC Has $23.56 Million Stake in Schwab U.S. Mid-Cap ETF $SCHM

Seneca Financial Advisors LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 3.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 761,028 shares of the company’s stock after acquiring an additional 28,894 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 6.9% of Seneca Financial Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Seneca Financial Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $23,561,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of SCHM. Godsey & Gibb Inc. purchased a new position in Schwab U.S. Mid-Cap ETF in the 1st quarter worth approximately $29,000. Accredited Wealth Management LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 100.0% during the third quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock valued at $30,000 after purchasing an additional 502 shares during the period. Kingdom Financial Group LLC. purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $31,000. Ransom Advisory Ltd bought a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth approximately $32,000. Finally, International Assets Investment Management LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth approximately $36,000.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of NYSEARCA SCHM opened at $36.19 on Monday. Schwab U.S. Mid-Cap ETF has a 52 week low of $27.76 and a 52 week high of $36.66. The firm’s fifty day moving average is $34.83 and its 200 day moving average is $32.74. The company has a market cap of $15.20 billion, a price-to-earnings ratio of 18.83 and a beta of 1.04.

Schwab U.S. Mid-Cap ETF Company Profile

(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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