Schwab U.S. Mid-Cap ETF $SCHM Stock Holdings Increased by Blue Square Asset Management LLC

Blue Square Asset Management LLC lifted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 28.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 305,958 shares of the company’s stock after acquiring an additional 66,876 shares during the period. Schwab U.S. Mid-Cap ETF accounts for approximately 4.1% of Blue Square Asset Management LLC’s holdings, making the stock its 6th biggest holding. Blue Square Asset Management LLC owned 0.07% of Schwab U.S. Mid-Cap ETF worth $9,200,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of SCHM. Meriwether Wealth & Planning LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 4.3% during the 4th quarter. Meriwether Wealth & Planning LLC now owns 8,590 shares of the company’s stock valued at $258,000 after acquiring an additional 355 shares during the period. Planwiser Financial LLC boosted its position in Schwab U.S. Mid-Cap ETF by 0.4% during the third quarter. Planwiser Financial LLC now owns 84,941 shares of the company’s stock worth $2,503,000 after purchasing an additional 357 shares in the last quarter. Bouchey Financial Group Ltd boosted its position in Schwab U.S. Mid-Cap ETF by 1.0% during the third quarter. Bouchey Financial Group Ltd now owns 38,980 shares of the company’s stock worth $1,155,000 after purchasing an additional 370 shares in the last quarter. Great Waters Wealth Management grew its holdings in Schwab U.S. Mid-Cap ETF by 1.1% in the fourth quarter. Great Waters Wealth Management now owns 37,385 shares of the company’s stock valued at $1,124,000 after purchasing an additional 391 shares during the last quarter. Finally, Balanced Wealth Group LLC increased its position in shares of 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 valued at $3,872,000 after buying an additional 419 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

NYSEARCA:SCHM opened at $31.39 on Friday. Schwab U.S. Mid-Cap ETF has a 52-week low of $22.41 and a 52-week high of $33.18. The stock has a fifty day simple moving average of $31.88 and a 200-day simple moving average of $30.74. The company has a market capitalization of $12.85 billion, a PE ratio of 18.83 and a beta of 1.08.

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.