Williams Financial LLC Has $437,000 Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Williams Financial LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 201.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,775 shares of the company’s stock after acquiring an additional 10,536 shares during the period. Schwab U.S. Mid-Cap ETF accounts for 0.3% of Williams Financial LLC’s investment portfolio, making the stock its 10th biggest holding. Williams Financial LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $437,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of SCHM. Centaurus Financial Inc. boosted its holdings in Schwab U.S. Mid-Cap ETF by 6.1% in the 2nd quarter. Centaurus Financial Inc. now owns 3,622 shares of the company’s stock valued at $282,000 after purchasing an additional 209 shares during the period. Avior Wealth Management LLC raised its stake in Schwab U.S. Mid-Cap ETF by 0.3% during the third quarter. Avior Wealth Management LLC now owns 110,412 shares of the company’s stock worth $9,174,000 after acquiring an additional 357 shares in the last quarter. Cordant Inc. bought a new position in Schwab U.S. Mid-Cap ETF during the 3rd quarter valued at about $30,000. Leisure Capital Management boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.2% in the 3rd quarter. Leisure Capital Management now owns 31,790 shares of the company’s stock worth $2,641,000 after acquiring an additional 379 shares in the last quarter. Finally, Archer Investment Corp grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,965.0% during the third quarter. Archer Investment Corp now owns 413 shares of the company’s stock worth $34,000 after purchasing an additional 393 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

SCHM stock opened at $28.94 on Friday. The company has a 50 day moving average price of $28.75 and a 200 day moving average price of $27.80. The stock has a market capitalization of $4.15 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $24.54 and a fifty-two week high of $30.28.

Schwab U.S. Mid-Cap ETF Company 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.