Gradient Capital Advisors LLC lowered its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 1.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 98,798 shares of the company’s stock after selling 1,653 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises 3.0% of Gradient Capital Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Gradient Capital Advisors LLC owned about 0.07% of Schwab U.S. Mid-Cap ETF worth $8,045,000 at the end of the most recent quarter.
A number of other institutional investors have also bought and sold shares of the company. Cerity Partners LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 1,509.2% during the 4th quarter. Cerity Partners LLC now owns 18,943,319 shares of the company’s stock worth $1,426,811,000 after purchasing an additional 17,766,110 shares in the last quarter. Creative Planning boosted its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 4th quarter. Creative Planning now owns 10,259,228 shares of the company’s stock worth $772,725,000 after purchasing an additional 25,791 shares in the last quarter. Moneta Group Investment Advisors LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 5.6% during the 3rd quarter. Moneta Group Investment Advisors LLC now owns 1,841,803 shares of the company’s stock worth $124,653,000 after purchasing an additional 97,614 shares in the last quarter. Prime Capital Investment Advisors LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 4th quarter. Prime Capital Investment Advisors LLC now owns 1,718,778 shares of the company’s stock worth $129,458,000 after purchasing an additional 5,820 shares in the last quarter. Finally, Advisory Alpha LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF by 3.2% during the 4th quarter. Advisory Alpha LLC now owns 1,530,160 shares of the company’s stock worth $115,258,000 after purchasing an additional 47,415 shares in the last quarter.
Schwab U.S. Mid-Cap ETF Price Performance
Shares of SCHM stock traded up $0.19 on Friday, reaching $77.83. 226,106 shares of the company were exchanged, compared to its average volume of 301,589. The company has a market cap of $11.16 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. The company has a 50-day moving average of $78.51 and a 200-day moving average of $77.28. Schwab U.S. Mid-Cap ETF has a one year low of $62.87 and a one year high of $81.74.
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.
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