Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Acquired by Guardian Wealth Advisors LLC NC

Posted by Casey Walker on May 11th, 2025

Guardian Wealth Advisors LLC NC raised its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 319.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,841 shares of the company’s stock after purchasing an additional 10,542 shares during the period. Guardian Wealth Advisors LLC NC’s holdings in Schwab U.S. Mid-Cap ETF were worth $384,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Farmers & Merchants Investments Inc. grew its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Farmers & Merchants Investments Inc. now owns 951 shares of the company’s stock worth $26,000 after buying an additional 634 shares in the last quarter. Oarsman Capital Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Oarsman Capital Inc. now owns 933 shares of the company’s stock worth $26,000 after purchasing an additional 622 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock valued at $27,000 after purchasing an additional 640 shares in the last quarter. Truvestments Capital LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Truvestments Capital LLC now owns 984 shares of the company’s stock worth $27,000 after purchasing an additional 656 shares during the last quarter. Finally, Blume Capital Management Inc. grew its stake in Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Blume Capital Management Inc. now owns 1,050 shares of the company’s stock worth $29,000 after purchasing an additional 700 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Up 0.0 %

Shares of NYSEARCA SCHM opened at $26.43 on Friday. The stock’s 50 day moving average price is $25.59 and its two-hundred day moving average price is $27.56. Schwab U.S. Mid-Cap ETF has a 52-week low of $22.41 and a 52-week high of $30.28. The stock has a market capitalization of $10.98 billion, a P/E ratio of 17.99 and a beta of 1.09.

Schwab U.S. Mid-Cap ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were given a dividend of $0.0776 per share. The ex-dividend date was Wednesday, March 26th.

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.