Valtinson Bruner Financial Planning LLC Has $221,000 Stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Valtinson Bruner Financial Planning LLC raised its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 200.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,971 shares of the company’s stock after purchasing an additional 5,314 shares during the quarter. Valtinson Bruner Financial Planning LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $221,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Avior Wealth Management LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 0.3% in the 3rd quarter. Avior Wealth Management LLC now owns 110,412 shares of the company’s stock valued at $9,174,000 after purchasing an additional 357 shares during the period. Archer Investment Corp raised its stake in shares of Schwab U.S. Mid-Cap ETF by 1,965.0% in the 3rd quarter. Archer Investment Corp now owns 413 shares of the company’s stock valued at $34,000 after purchasing an additional 393 shares during the period. Schneider Downs Wealth Management Advisors LP raised its stake in shares of Schwab U.S. Mid-Cap ETF by 0.5% in the 3rd quarter. Schneider Downs Wealth Management Advisors LP now owns 84,811 shares of the company’s stock valued at $7,047,000 after purchasing an additional 421 shares during the period. Von Berge Wealth Management Group LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 0.4% in the 4th quarter. Von Berge Wealth Management Group LLC now owns 115,341 shares of the company’s stock valued at $3,368,000 after purchasing an additional 426 shares during the period. Finally, Waterfront Wealth Inc. raised its stake in shares of Schwab U.S. Mid-Cap ETF by 0.7% in the 4th quarter. Waterfront Wealth Inc. now owns 65,765 shares of the company’s stock valued at $1,822,000 after purchasing an additional 461 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

SCHM opened at $26.25 on Friday. The business’s 50-day moving average price is $28.16 and its two-hundred day moving average price is $28.11. Schwab U.S. Mid-Cap ETF has a 1 year low of $24.64 and a 1 year high of $30.28. The company has a market capitalization of $10.71 billion, a price-to-earnings ratio of 18.04 and a beta of 1.16.

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.