FIDELIS iM LLC Decreases Position in Schwab U.S. Mid-Cap ETF $SCHM

FIDELIS iM LLC lowered its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 55.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,720 shares of the company’s stock after selling 20,822 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 0.3% of FIDELIS iM LLC’s portfolio, making the stock its 16th largest position. FIDELIS iM LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $496,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Meriwether Wealth & Planning LLC raised its position in Schwab U.S. Mid-Cap ETF by 5.0% in the 3rd quarter. Meriwether Wealth & Planning LLC now owns 8,235 shares of the company’s stock valued at $244,000 after purchasing an additional 389 shares in the last quarter. Von Berge Wealth Management Group LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 0.3% in 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 acquiring an additional 395 shares in the last quarter. Balanced Wealth Group LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 0.3% in the third quarter. Balanced Wealth Group LLC now owns 136,880 shares of the company’s stock worth $3,872,000 after acquiring an additional 419 shares during the last quarter. CVA Family Office LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 0.8% in the third quarter. CVA Family Office LLC now owns 56,102 shares of the company’s stock worth $1,663,000 after acquiring an additional 444 shares during the last quarter. Finally, S.A. Mason LLC grew its holdings in Schwab U.S. Mid-Cap ETF by 1.1% during the 3rd quarter. S.A. Mason LLC now owns 46,817 shares of the company’s stock worth $1,388,000 after acquiring an additional 500 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Down 0.9%

Shares of NYSEARCA:SCHM opened at $32.07 on Monday. Schwab U.S. Mid-Cap ETF has a 52 week low of $22.41 and a 52 week high of $32.60. The company’s 50 day moving average is $30.55 and its two-hundred day moving average is $29.77. The company has a market cap of $13.12 billion, a PE ratio of 18.83 and a beta of 1.08.

Schwab U.S. Mid-Cap ETF 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.