Eley Financial Management Inc Has $734,000 Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Posted by John Perry on Apr 11th, 2025

Eley Financial Management Inc increased its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 190.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 26,475 shares of the company’s stock after acquiring an additional 17,373 shares during the period. Eley Financial Management Inc’s holdings in Schwab U.S. Mid-Cap ETF were worth $734,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth about $66,000. Oarsman Capital Inc. grew its stake in Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Oarsman Capital Inc. now owns 933 shares of the company’s stock worth $26,000 after buying an additional 622 shares during the last quarter. Farmers & Merchants Investments Inc. increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Farmers & Merchants Investments Inc. now owns 951 shares of the company’s stock worth $26,000 after buying an additional 634 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock valued at $27,000 after acquiring an additional 640 shares during the last quarter. Finally, Truvestments Capital LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Truvestments Capital LLC now owns 984 shares of the company’s stock valued at $27,000 after acquiring an additional 656 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

NYSEARCA SCHM opened at $24.04 on Friday. The stock’s 50 day simple moving average is $26.90 and its 200 day simple moving average is $27.93. Schwab U.S. Mid-Cap ETF has a one year low of $22.41 and a one year high of $30.28. The firm has a market cap of $9.81 billion, a PE ratio of 18.01 and a beta of 1.09.

Schwab U.S. Mid-Cap ETF Cuts Dividend

The firm also recently announced a dividend, which was paid on Monday, March 31st. Stockholders of record on Wednesday, March 26th were issued a dividend of $0.0776 per share. The ex-dividend date was Wednesday, March 26th.

Schwab U.S. Mid-Cap ETF Profile

(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.