FIDELIS iM LLC Sells 205 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

FIDELIS iM LLC trimmed its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 1.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,005 shares of the company’s stock after selling 205 shares during the period. Schwab U.S. Mid-Cap ETF accounts for 0.7% of FIDELIS iM LLC’s investment portfolio, making the stock its 13th biggest position. FIDELIS iM LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,303,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of SCHM. Cerity Partners LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,509.2% during the 4th quarter. Cerity Partners LLC now owns 18,943,319 shares of the company’s stock worth $1,426,811,000 after acquiring an additional 17,766,110 shares during the last quarter. Sheets Smith Wealth Management lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,864.1% during the 4th quarter. Sheets Smith Wealth Management now owns 448,039 shares of the company’s stock worth $33,746,000 after acquiring an additional 425,228 shares during the last quarter. Advocacy Wealth Management Services LLC bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $26,898,000. Trust Point Inc. bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $16,609,000. Finally, Lido Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 144.8% during the 3rd quarter. Lido Advisors LLC now owns 331,156 shares of the company’s stock worth $22,413,000 after acquiring an additional 195,868 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Up 0.2 %

Shares of NYSEARCA SCHM traded up $0.19 during mid-day trading on Friday, reaching $77.83. 226,106 shares of the company were exchanged, compared to its average volume of 301,589. Schwab U.S. Mid-Cap ETF has a 52 week low of $62.87 and a 52 week high of $81.74. The stock has a market capitalization of $11.16 billion, a PE ratio of 16.47 and a beta of 1.09. The company’s 50 day moving average price is $78.51 and its 200 day moving average price is $77.28.

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.