Schwab U.S. Mid-Cap ETF $SCHM Shares Bought by High Note Wealth LLC

High Note Wealth LLC raised its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 874,234 shares of the company’s stock after acquiring an additional 25,147 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 5.2% of High Note Wealth LLC’s holdings, making the stock its 4th biggest position. High Note Wealth LLC owned about 0.22% of Schwab U.S. Mid-Cap ETF worth $25,912,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Denver PWM LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 4.9% in the second quarter. Denver PWM LLC now owns 650,802 shares of the company’s stock valued at $18,255,000 after purchasing an additional 30,453 shares during the period. Arkadios Wealth Advisors acquired a new stake in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter worth about $727,000. Y Intercept Hong Kong Ltd acquired a new position in Schwab U.S. Mid-Cap ETF during the 2nd quarter worth $478,000. Seneca Financial Advisors LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF by 16.8% during the third quarter. Seneca Financial Advisors LLC now owns 696,167 shares of the company’s stock valued at $20,634,000 after acquiring an additional 100,076 shares during the period. Finally, Belpointe Asset Management LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 85.8% in the 3rd quarter. Belpointe Asset Management LLC now owns 45,867 shares of the company’s stock valued at $1,359,000 after acquiring an additional 21,177 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of NYSEARCA:SCHM opened at $31.90 on Friday. Schwab U.S. Mid-Cap ETF has a 52 week low of $22.41 and a 52 week high of $32.60. The company has a market cap of $13.06 billion, a PE ratio of 18.83 and a beta of 1.08. The firm has a 50 day simple moving average of $30.82 and a 200 day simple moving average of $29.84.

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.