Vantage Financial Partners LLC Has $10.84 Million Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Vantage Financial Partners LLC increased its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 14.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 143,900 shares of the company’s stock after acquiring an additional 17,724 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for approximately 3.2% of Vantage Financial Partners LLC’s portfolio, making the stock its 10th largest position. Vantage Financial Partners LLC owned approximately 0.10% of Schwab U.S. Mid-Cap ETF worth $10,839,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of SCHM. Cerity Partners LLC increased its stake in 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 valued at $1,426,811,000 after purchasing an additional 17,766,110 shares in the last quarter. Financial Engines Advisors L.L.C. increased its stake in Schwab U.S. Mid-Cap ETF by 9.1% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 20,492,571 shares of the company’s stock valued at $1,386,937,000 after purchasing an additional 1,714,519 shares in the last quarter. Advocacy Wealth Management Services LLC bought a new stake in Schwab U.S. Mid-Cap ETF during the 4th quarter valued at $26,898,000. Trust Point Inc. bought a new stake in Schwab U.S. Mid-Cap ETF during the 4th quarter valued at $16,609,000. Finally, Lido Advisors LLC increased its stake in Schwab U.S. Mid-Cap ETF by 144.8% during the 3rd quarter. Lido Advisors LLC now owns 331,156 shares of the company’s stock valued at $22,413,000 after purchasing an additional 195,868 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Up 1.0 %

Shares of SCHM stock opened at $79.35 on Monday. The firm has a market capitalization of $11.37 billion, a PE ratio of 16.47 and a beta of 1.09. The firm has a fifty day simple moving average of $78.93 and a two-hundred day simple moving average of $76.17. Schwab U.S. Mid-Cap ETF has a 12 month low of $62.87 and a 12 month high of $81.74.

About Schwab U.S. Mid-Cap ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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