RFG Advisory LLC Has $2.91 Million Stock Position in Schwab U.S. Mid-Cap ETF $SCHM

RFG Advisory LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 350.4% in the 3rd quarter, HoldingsChannel reports. The fund owned 98,081 shares of the company’s stock after purchasing an additional 76,304 shares during the period. RFG Advisory LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $2,907,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Guerra Advisors Inc bought a new stake in Schwab U.S. Mid-Cap ETF during the 3rd quarter worth approximately $33,000. Geneos Wealth Management Inc. lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 54.1% in the second quarter. Geneos Wealth Management Inc. now owns 1,479 shares of the company’s stock valued at $41,000 after purchasing an additional 519 shares in the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the second quarter valued at approximately $42,000. Grey Fox Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the third quarter valued at approximately $64,000. Finally, Eastern Bank bought a new stake in Schwab U.S. Mid-Cap ETF during the third quarter worth $70,000.

Schwab U.S. Mid-Cap ETF Trading Up 0.4%

NYSEARCA SCHM opened at $32.76 on Tuesday. The business has a fifty day simple moving average of $31.15 and a 200 day simple moving average of $30.03. Schwab U.S. Mid-Cap ETF has a 12 month low of $22.41 and a 12 month high of $32.84. The firm has a market capitalization of $13.42 billion, a P/E ratio of 18.83 and a beta of 1.08.

Schwab U.S. Mid-Cap ETF Company 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.