Schwab U.S. Mid-Cap ETF $SCHM Shares Acquired by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC boosted its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 8.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,396,482 shares of the company’s stock after buying an additional 106,485 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for approximately 1.3% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its 14th largest position. Exencial Wealth Advisors LLC owned approximately 0.34% of Schwab U.S. Mid-Cap ETF worth $41,392,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Denver PWM LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 4.9% during the second quarter. Denver PWM LLC now owns 650,802 shares of the company’s stock valued at $18,255,000 after purchasing an additional 30,453 shares during the last quarter. Diversified Trust Co bought a new position in shares of Schwab U.S. Mid-Cap ETF in the second quarter valued at $265,000. Y Intercept Hong Kong Ltd acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 2nd quarter valued at $478,000. Seneca Financial Advisors LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 16.8% during the 3rd quarter. Seneca Financial Advisors LLC now owns 696,167 shares of the company’s stock valued at $20,634,000 after acquiring an additional 100,076 shares during the last quarter. Finally, Cynosure Group LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 69.7% during the 3rd quarter. Cynosure Group LLC now owns 50,054 shares of the company’s stock worth $1,484,000 after acquiring an additional 20,557 shares in the last quarter.

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

Shares of NYSEARCA SCHM opened at $31.77 on Wednesday. The stock’s fifty day simple moving average is $30.13 and its 200 day simple moving average is $29.57. The stock has a market capitalization of $13.00 billion, a price-to-earnings ratio of 18.83 and a beta of 1.08. Schwab U.S. Mid-Cap ETF has a 52-week low of $22.41 and a 52-week high of $31.87.

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.