Signature Estate & Investment Advisors LLC Boosts Stake in Schwab U.S. Mid-Cap ETF $SCHM

Signature Estate & Investment Advisors LLC increased its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 2.1% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 61,525 shares of the company’s stock after buying an additional 1,292 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,726,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. EP Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.1% during the 1st quarter. EP Wealth Advisors LLC now owns 36,924 shares of the company’s stock valued at $967,000 after buying an additional 386 shares during the period. Von Berge Wealth Management Group LLC grew its position in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the second quarter. Von Berge Wealth Management Group LLC now owns 116,818 shares of the company’s stock valued at $3,376,000 after purchasing an additional 395 shares in the last quarter. Citizens Financial Group Inc. RI grew its position in Schwab U.S. Mid-Cap ETF by 0.3% in the first quarter. Citizens Financial Group Inc. RI now owns 135,348 shares of the company’s stock worth $3,546,000 after acquiring an additional 398 shares in the last quarter. LifePlan Financial LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 2.3% in the second quarter. LifePlan Financial LLC now owns 21,228 shares of the company’s stock worth $595,000 after purchasing an additional 470 shares during the last quarter. Finally, Alpha Omega Wealth Management LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 0.3% in the second quarter. Alpha Omega Wealth Management LLC now owns 144,463 shares of the company’s stock worth $4,052,000 after purchasing an additional 482 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Schwab U.S. Mid-Cap ETF stock opened at $29.49 on Monday. The company has a market capitalization of $12.11 billion, a PE ratio of 18.83 and a beta of 1.13. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week high of $30.28. The company has a 50 day moving average price of $29.53 and a 200-day moving average price of $27.91.

Schwab U.S. Mid-Cap ETF Company 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.