Alpha Omega Wealth Management LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 198.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 139,699 shares of the company’s stock after purchasing an additional 92,928 shares during the quarter. Alpha Omega Wealth Management LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $3,871,000 as of its most recent SEC filing.
A number of other hedge funds also recently modified their holdings of the stock. Evermay Wealth Management LLC raised its position in Schwab U.S. Mid-Cap ETF by 204.7% during the fourth quarter. Evermay Wealth Management LLC now owns 23,381 shares of the company’s stock valued at $648,000 after purchasing an additional 15,707 shares in the last quarter. SeaBridge Investment Advisors LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $579,000. Five Pine Wealth Management bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $1,018,000. Chicago Partners Investment Group LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 6.3% in the fourth quarter. Chicago Partners Investment Group LLC now owns 654,216 shares of the company’s stock valued at $18,285,000 after buying an additional 38,553 shares in the last quarter. Finally, Williams Financial LLC grew its position in Schwab U.S. Mid-Cap ETF by 201.1% in the fourth quarter. Williams Financial LLC now owns 15,775 shares of the company’s stock valued at $437,000 after acquiring an additional 10,536 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Trading Down 0.9 %
Shares of NYSEARCA SCHM opened at $28.94 on Friday. The stock has a 50-day moving average price of $28.75 and a two-hundred day moving average price of $27.80. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.54 and a 12 month high of $30.28. The company has a market cap of $4.15 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09.
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.
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