Capital Advisors Ltd. LLC Increases Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Capital Advisors Ltd. LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 11.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,820 shares of the company’s stock after buying an additional 400 shares during the period. Capital Advisors Ltd. LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $311,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. VisionPoint Advisory Group LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 10,957.1% during the third quarter. VisionPoint Advisory Group LLC now owns 774 shares of the company’s stock worth $52,000 after purchasing an additional 767 shares in the last quarter. Lowe Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter worth about $53,000. Contravisory Investment Management Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF by 21.0% during the first quarter. Contravisory Investment Management Inc. now owns 818 shares of the company’s stock worth $67,000 after purchasing an additional 142 shares in the last quarter. Citigroup Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF by 396.7% during the third quarter. Citigroup Inc. now owns 1,048 shares of the company’s stock worth $71,000 after purchasing an additional 837 shares in the last quarter. Finally, Morton Brown Family Wealth LLC acquired a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter valued at about $72,000.

Schwab U.S. Mid-Cap ETF Stock Up 0.3 %

Shares of SCHM stock opened at $77.33 on Wednesday. The stock has a market capitalization of $11.09 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 52-week low of $62.87 and a 52-week high of $81.74. The stock’s 50-day moving average price is $78.52 and its 200 day moving average price is $77.35.

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.