Atomi Financial Group Inc. Has $1.67 Million Stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Atomi Financial Group Inc. increased its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 935.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 60,264 shares of the company’s stock after purchasing an additional 54,442 shares during the period. Atomi Financial Group Inc.’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,670,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Great Waters Wealth Management lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 191.4% during the fourth quarter. Great Waters Wealth Management now owns 37,940 shares of the company’s stock worth $1,051,000 after buying an additional 24,919 shares in the last quarter. LifePlan Financial LLC raised its stake in Schwab U.S. Mid-Cap ETF by 183.9% in the 4th quarter. LifePlan Financial LLC now owns 22,265 shares of the company’s stock worth $617,000 after purchasing an additional 14,423 shares in the last quarter. Transform Wealth LLC raised its stake in Schwab U.S. Mid-Cap ETF by 183.6% in the 4th quarter. Transform Wealth LLC now owns 95,663 shares of the company’s stock worth $2,651,000 after purchasing an additional 61,936 shares in the last quarter. Courage Miller Partners LLC boosted its holdings in Schwab U.S. Mid-Cap ETF by 200.3% in the 4th quarter. Courage Miller Partners LLC now owns 417,704 shares of the company’s stock valued at $11,575,000 after purchasing an additional 278,616 shares during the period. Finally, Kiley Juergens Wealth Management LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth approximately $288,000.

Schwab U.S. Mid-Cap ETF Trading Up 1.5 %

Shares of SCHM opened at $29.24 on Wednesday. The stock has a market capitalization of $4.19 billion, a PE ratio of 16.47 and a beta of 1.09. The firm’s 50 day moving average is $28.71 and its 200-day moving average is $27.66. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.54 and a 12 month high of $30.28.

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.