Blue Barn Wealth LLC raised its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 5.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 172,087 shares of the company’s stock after purchasing an additional 8,798 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises approximately 2.3% of Blue Barn Wealth LLC’s holdings, making the stock its 8th biggest holding. Blue Barn Wealth LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $4,828,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. EP Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.1% during the 1st quarter. EP Wealth Advisors LLC now owns 36,924 shares of the company’s stock valued at $967,000 after acquiring an additional 386 shares in the last quarter. Von Berge Wealth Management Group LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 2nd 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. Citizens Financial Group Inc. RI lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 1st quarter. Citizens Financial Group Inc. RI now owns 135,348 shares of the company’s stock valued at $3,546,000 after acquiring an additional 398 shares in the last quarter. LifePlan Financial LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 2.3% during the 2nd quarter. LifePlan Financial LLC now owns 21,228 shares of the company’s stock valued at $595,000 after acquiring an additional 470 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the 2nd quarter. Alpha Omega Wealth Management LLC now owns 144,463 shares of the company’s stock valued at $4,052,000 after acquiring an additional 482 shares in the last quarter.
Schwab U.S. Mid-Cap ETF Trading Down 1.1%
NYSEARCA:SCHM opened at $29.15 on Wednesday. The firm has a market capitalization of $11.85 billion, a price-to-earnings ratio of 18.83 and a beta of 1.08. The firm’s fifty day simple moving average is $29.70 and its 200 day simple moving average is $28.41. Schwab U.S. Mid-Cap ETF has a twelve month low of $22.41 and a twelve month high of $30.31.
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.
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