Financial Synergies Wealth Advisors Inc. boosted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 207.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 228,226 shares of the company’s stock after purchasing an additional 153,976 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises approximately 0.8% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 18th biggest position. Financial Synergies Wealth Advisors Inc.’s holdings in Schwab U.S. Mid-Cap ETF were worth $6,324,000 as of its most recent SEC filing.
Several other hedge funds also recently added to or reduced their stakes in the stock. Consolidated Portfolio Review Corp acquired a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $1,255,000. GHP Investment Advisors Inc. grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 215.2% during the fourth quarter. GHP Investment Advisors Inc. now owns 39,528 shares of the company’s stock worth $1,095,000 after purchasing an additional 26,989 shares during the last quarter. Oakworth Capital Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Oakworth Capital Inc. now owns 2,322 shares of the company’s stock worth $64,000 after purchasing an additional 1,548 shares in the last quarter. Silver Oak Securities Incorporated boosted its position in shares of Schwab U.S. Mid-Cap ETF by 185.1% in the 4th quarter. Silver Oak Securities Incorporated now owns 201,092 shares of the company’s stock valued at $5,564,000 after purchasing an additional 130,559 shares during the period. Finally, Bleakley Financial Group LLC grew its stake in Schwab U.S. Mid-Cap ETF by 171.7% during the 4th quarter. Bleakley Financial Group LLC now owns 518,409 shares of the company’s stock worth $14,365,000 after buying an additional 327,615 shares during the last quarter.
Schwab U.S. Mid-Cap ETF Stock Performance
NYSEARCA SCHM opened at $29.01 on Friday. The firm’s fifty day moving average is $28.66 and its two-hundred day moving average is $27.86. Schwab U.S. Mid-Cap ETF has a one year low of $24.64 and a one year high of $30.28. The firm has a market cap of $4.16 billion, a PE ratio of 16.47 and a beta of 1.09.
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.
Recommended Stories
- Five stocks we like better than Schwab U.S. Mid-Cap ETF
- What Investors Must Know About Over-the-Counter (OTC) Stocks
- Price Plunge in Roblox Presents Opportunity for Robust Gains
- 3 Grocery Stocks That Are Proving They Are Still Essential
- Billions in Buybacks: 4 Stocks Rewarding Shareholders Now
- Investing in Commodities: What Are They? How to Invest in Them
- 3 Steel Stocks to Gain Strength as Tariffs Reshape the Market
Want to see what other hedge funds are holding SCHM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report).
Receive News & Ratings for Schwab U.S. Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.
