Capital Advisors Ltd. LLC Raises Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Capital Advisors Ltd. LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 207.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,735 shares of the company’s stock after acquiring an additional 7,915 shares during the quarter. Capital Advisors Ltd. LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $325,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Blue Trust Inc. grew its position in Schwab U.S. Mid-Cap ETF by 119.7% in the 3rd quarter. Blue Trust Inc. now owns 2,061 shares of the company’s stock worth $160,000 after purchasing an additional 1,123 shares during the period. Raymond James & Associates boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 5.6% in the 3rd quarter. Raymond James & Associates now owns 174,372 shares of the company’s stock worth $14,489,000 after buying an additional 9,243 shares during the last quarter. Bristlecone Advisors LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 4.2% in the 3rd quarter. Bristlecone Advisors LLC now owns 37,477 shares of the company’s stock worth $3,114,000 after buying an additional 1,511 shares during the last quarter. Kavar Capital Partners Group LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 2.3% in the third quarter. Kavar Capital Partners Group LLC now owns 83,128 shares of the company’s stock worth $6,907,000 after acquiring an additional 1,863 shares during the period. Finally, Family Investment Center Inc. increased its position in Schwab U.S. Mid-Cap ETF by 1.2% during the third quarter. Family Investment Center Inc. now owns 59,266 shares of the company’s stock valued at $4,924,000 after acquiring an additional 715 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

SCHM stock opened at $27.98 on Monday. The company has a market cap of $4.01 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. The business’s 50-day moving average is $28.46 and its two-hundred day moving average is $28.08. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $24.64 and a fifty-two week 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.