Wealthcare Advisory Partners LLC Increases Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Wealthcare Advisory Partners LLC increased its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 139.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,586 shares of the company’s stock after acquiring an additional 42,288 shares during the period. Wealthcare Advisory Partners LLC owned about 0.05% of Schwab U.S. Mid-Cap ETF worth $2,011,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Bank of New York Mellon Corp raised its position in shares of Schwab U.S. Mid-Cap ETF by 53.7% in the second quarter. Bank of New York Mellon Corp now owns 5,938 shares of the company’s stock valued at $462,000 after purchasing an additional 2,074 shares during the period. Vanguard Personalized Indexing Management LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 10.9% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 11,543 shares of the company’s stock worth $898,000 after purchasing an additional 1,131 shares in the last quarter. Thrivent Financial for Lutherans boosted its stake in Schwab U.S. Mid-Cap ETF by 7.9% in the 2nd quarter. Thrivent Financial for Lutherans now owns 587,364 shares of the company’s stock worth $45,714,000 after purchasing an additional 42,819 shares during the period. Summit Trail Advisors LLC grew its holdings in Schwab U.S. Mid-Cap ETF by 135.6% during the 2nd quarter. Summit Trail Advisors LLC now owns 8,831 shares of the company’s stock valued at $690,000 after buying an additional 5,082 shares in the last quarter. Finally, TPG Advisors LLC purchased a new position in Schwab U.S. Mid-Cap ETF during the 2nd quarter valued at about $590,000.

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

Shares of Schwab U.S. Mid-Cap ETF stock opened at $28.82 on Friday. The company’s 50-day moving average price is $28.72 and its 200-day moving average price is $27.62. The company has a market cap of $4.13 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 12-month low of $24.24 and a 12-month high of $30.28.

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.