Montag A & Associates Inc. Has $184,000 Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Montag A & Associates Inc. lifted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 200.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,642 shares of the company’s stock after purchasing an additional 4,428 shares during the quarter. Montag A & Associates Inc.’s holdings in Schwab U.S. Mid-Cap ETF were worth $184,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Blue Trust Inc. raised its stake in shares of Schwab U.S. Mid-Cap ETF by 119.7% in the third quarter. Blue Trust Inc. now owns 2,061 shares of the company’s stock worth $160,000 after acquiring an additional 1,123 shares during the last quarter. Raymond James & Associates lifted its holdings in Schwab U.S. Mid-Cap ETF by 5.6% during 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 in the last quarter. Sightline Wealth Advisors LLC boosted its position in Schwab U.S. Mid-Cap ETF by 0.6% in the 3rd quarter. Sightline Wealth Advisors LLC now owns 113,847 shares of the company’s stock valued at $9,460,000 after buying an additional 679 shares during the last quarter. Northwest Investment Counselors LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at $110,000. Finally, Courage Miller Partners LLC raised its position in shares of Schwab U.S. Mid-Cap ETF by 1.3% during the third quarter. Courage Miller Partners LLC now owns 139,088 shares of the company’s stock worth $11,557,000 after acquiring an additional 1,834 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Up 0.2 %

Schwab U.S. Mid-Cap ETF stock opened at $28.89 on Tuesday. The business’s 50-day simple moving average is $28.52 and its 200 day simple moving average is $27.97. The stock has a market cap of $4.14 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 $24.64 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.