Values Added Financial LLC Increases Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Values Added Financial LLC lifted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 212.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,100 shares of the company’s stock after acquiring an additional 44,952 shares during the period. Schwab U.S. Mid-Cap ETF accounts for about 1.1% of Values Added Financial LLC’s portfolio, making the stock its 26th biggest holding. Values Added Financial LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,832,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the business. Farmers & Merchants Investments Inc. boosted its stake in Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Farmers & Merchants Investments Inc. now owns 951 shares of the company’s stock worth $26,000 after purchasing an additional 634 shares during the period. Geneos Wealth Management Inc. lifted its stake in Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock worth $27,000 after purchasing an additional 640 shares in the last quarter. Cordant Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter valued at about $30,000. Archer Investment Corp grew its position 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 valued at $34,000 after purchasing an additional 393 shares in the last quarter. Finally, UMB Bank n.a. increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock worth $37,000 after purchasing an additional 882 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Trading Up 1.1 %

Shares of Schwab U.S. Mid-Cap ETF stock opened at $28.82 on Friday. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.64 and a 12 month high of $30.28. The stock has a 50 day moving average of $28.55 and a 200 day moving average of $27.94. The firm has a market cap of $4.13 billion, a PE ratio of 16.47 and a beta of 1.09.

About Schwab U.S. Mid-Cap ETF

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.