Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by Warren Street Wealth Advisors LLC

Warren Street Wealth Advisors LLC raised its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 6.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,292 shares of the company’s stock after buying an additional 1,314 shares during the period. Warren Street Wealth Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $532,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Leverty Financial Group LLC raised its stake in Schwab U.S. Mid-Cap ETF by 12.0% in the first quarter. Leverty Financial Group LLC now owns 50,415 shares of the company’s stock valued at $1,321,000 after buying an additional 5,385 shares in the last quarter. Financial Management Professionals Inc. acquired a new stake in Schwab U.S. Mid-Cap ETF in the first quarter valued at $72,000. Contravisory Investment Management Inc. raised its stake in Schwab U.S. Mid-Cap ETF by 40.3% in the first quarter. Contravisory Investment Management Inc. now owns 4,000 shares of the company’s stock valued at $105,000 after buying an additional 1,148 shares in the last quarter. Triangle Securities Wealth Management raised its stake in Schwab U.S. Mid-Cap ETF by 1.2% in the first quarter. Triangle Securities Wealth Management now owns 511,700 shares of the company’s stock valued at $13,407,000 after buying an additional 5,908 shares in the last quarter. Finally, RFG Advisory LLC raised its stake in Schwab U.S. Mid-Cap ETF by 47.0% in the first quarter. RFG Advisory LLC now owns 32,043 shares of the company’s stock valued at $840,000 after buying an additional 10,251 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Schwab U.S. Mid-Cap ETF stock opened at $27.30 on Thursday. Schwab U.S. Mid-Cap ETF has a 1-year low of $22.41 and a 1-year high of $30.28. The stock has a market cap of $11.32 billion, a PE ratio of 19.13 and a beta of 1.07. The stock’s fifty day moving average is $25.85 and its two-hundred day moving average is $27.43.

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.