YHB Investment Advisors Inc. lifted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 202.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,241 shares of the company’s stock after buying an additional 17,551 shares during the quarter. YHB Investment Advisors Inc.’s holdings in Schwab U.S. Mid-Cap ETF were worth $727,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Fortitude Advisory Group L.L.C. boosted its holdings in Schwab U.S. Mid-Cap ETF by 203.8% in the 4th quarter. Fortitude Advisory Group L.L.C. now owns 29,836 shares of the company’s stock valued at $827,000 after purchasing an additional 20,014 shares during the period. Warner Financial Inc. boosted its stake in Schwab U.S. Mid-Cap ETF by 200.6% during the fourth quarter. Warner Financial Inc. now owns 56,522 shares of the company’s stock valued at $1,566,000 after buying an additional 37,722 shares during the period. Joseph P. Lucia & Associates LLC grew its position in Schwab U.S. Mid-Cap ETF by 190.8% during the fourth quarter. Joseph P. Lucia & Associates LLC now owns 77,709 shares of the company’s stock worth $2,153,000 after buying an additional 50,988 shares in the last quarter. Legacy Bridge LLC increased its stake in Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Legacy Bridge LLC now owns 44,820 shares of the company’s stock worth $1,242,000 after acquiring an additional 29,880 shares during the last quarter. Finally, Slow Capital Inc. boosted its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. Slow Capital Inc. now owns 7,461 shares of the company’s stock valued at $207,000 after acquiring an additional 4,974 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Trading Up 0.3 %
SCHM stock opened at $29.04 on Wednesday. The company’s 50 day moving average is $28.75 and its 200 day moving average is $27.79. The stock has a market cap of $4.16 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 1-year low of $24.54 and a 1-year high of $30.28.
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.
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