14,149 Shares in Schwab U.S. Mid-Cap ETF $SCHM Purchased by Wealthcare Capital Partners LLC

Wealthcare Capital Partners LLC acquired a new stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the second quarter, according to its most recent 13F filing with the SEC. The fund acquired 14,149 shares of the company’s stock, valued at approximately $522,000.

Several other institutional investors have also added to or reduced their stakes in SCHM. Farther Finance Advisors LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 41.7% during the 4th quarter. Farther Finance Advisors LLC now owns 538,826 shares of the company’s stock valued at $16,202,000 after acquiring an additional 158,469 shares during the period. FAS Wealth Partners Inc. lifted its position in shares of Schwab U.S. Mid-Cap ETF by 3.8% during the first quarter. FAS Wealth Partners Inc. now owns 627,188 shares of the company’s stock worth $19,418,000 after acquiring an additional 22,838 shares in the last quarter. Chicago Partners Investment Group LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 10.8% in the fourth quarter. Chicago Partners Investment Group LLC now owns 951,922 shares of the company’s stock worth $30,528,000 after acquiring an additional 93,144 shares during the period. BCS Wealth Management boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 102.7% in the fourth quarter. BCS Wealth Management now owns 112,890 shares of the company’s stock worth $3,395,000 after acquiring an additional 57,206 shares during the period. Finally, Wealth Enhancement Trust Services Inc. purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter valued at $6,870,000.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of NYSEARCA SCHM opened at $36.09 on Monday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $28.19 and a fifty-two week high of $36.90. The stock has a market cap of $15.08 billion, a PE ratio of 18.83 and a beta of 1.04. The stock has a fifty day moving average of $35.58 and a 200-day moving average of $33.72.

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.