Compass Ion Advisors LLC Grows Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Compass Ion Advisors LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 182.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,481 shares of the company’s stock after purchasing an additional 20,977 shares during the period. Compass Ion Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $900,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of SCHM. ProVise Management Group LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 166.2% during the 4th quarter. ProVise Management Group LLC now owns 475,136 shares of the company’s stock worth $13,166,000 after purchasing an additional 296,661 shares during the period. Thrivent Financial for Lutherans lifted its position in Schwab U.S. Mid-Cap ETF by 188.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 1,685,863 shares of the company’s stock valued at $49,567,000 after buying an additional 1,101,699 shares in the last quarter. Cozad Asset Management Inc. grew its stake in Schwab U.S. Mid-Cap ETF by 133.8% during the fourth quarter. Cozad Asset Management Inc. now owns 20,382 shares of the company’s stock worth $565,000 after buying an additional 11,664 shares during the period. Clearwater Capital Advisors LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 211.4% in the fourth quarter. Clearwater Capital Advisors LLC now owns 405,798 shares of the company’s stock worth $11,245,000 after acquiring an additional 275,500 shares in the last quarter. Finally, Signaturefd LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Signaturefd LLC now owns 4,689 shares of the company’s stock valued at $130,000 after acquiring an additional 3,126 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of SCHM opened at $26.44 on Wednesday. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.64 and a 12 month high of $30.28. The stock’s 50-day moving average is $28.10 and its two-hundred day moving average is $28.12. The stock has a market cap of $10.79 billion, a PE ratio of 18.04 and a beta of 1.16.

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.