Values Added Financial LLC Purchases 651 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Values Added Financial LLC increased its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 6.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,763 shares of the company’s stock after acquiring an additional 651 shares during the period. Values Added Financial LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $838,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHM. Atria Wealth Solutions Inc. increased its holdings in Schwab U.S. Mid-Cap ETF by 10.1% during the 4th quarter. Atria Wealth Solutions Inc. now owns 12,515 shares of the company’s stock worth $943,000 after acquiring an additional 1,153 shares during the period. Vantage Financial Partners LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 14.0% in the 4th quarter. Vantage Financial Partners LLC now owns 143,900 shares of the company’s stock worth $10,839,000 after buying an additional 17,724 shares during the last quarter. Kestra Private Wealth Services LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 8.1% in the 4th quarter. Kestra Private Wealth Services LLC now owns 5,170 shares of the company’s stock worth $389,000 after buying an additional 387 shares during the last quarter. Brighton Jones LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 141.1% in the 4th quarter. Brighton Jones LLC now owns 8,824 shares of the company’s stock worth $665,000 after buying an additional 5,164 shares during the last quarter. Finally, Summit Asset Management LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.7% in the 4th quarter. Summit Asset Management LLC now owns 354,576 shares of the company’s stock worth $26,707,000 after buying an additional 6,002 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Trading Up 0.6 %

Shares of NYSEARCA:SCHM traded up $0.47 during trading on Friday, reaching $81.63. The company had a trading volume of 929,687 shares, compared to its average volume of 310,852. The company has a fifty day moving average of $79.06 and a two-hundred day moving average of $78.70. The stock has a market capitalization of $11.70 billion, a P/E ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 12 month low of $62.87 and a 12 month high of $82.28.

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.