Compass Advisory Group LLC Decreases Holdings in Schwab U.S. Mid-Cap ETF $SCHM

Compass Advisory Group LLC reduced its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 3.3% in the 1st quarter, Holdings Channel reports. The firm owned 687,886 shares of the company’s stock after selling 23,121 shares during the period. Schwab U.S. Mid-Cap ETF accounts for approximately 5.7% of Compass Advisory Group LLC’s holdings, making the stock its 5th largest position. Compass Advisory Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $21,297,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Godsey & Gibb Inc. acquired a new stake in shares of Schwab U.S. Mid-Cap ETF in the 1st quarter valued at $29,000. Fifth Third Bancorp acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth $30,000. Accredited Wealth Management LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 100.0% during the 3rd quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock worth $30,000 after buying an additional 502 shares in the last quarter. Kingdom Financial Group LLC. bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $31,000. Finally, Ransom Advisory Ltd bought a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $32,000.

Schwab U.S. Mid-Cap ETF Stock Up 2.0%

NYSEARCA:SCHM opened at $36.50 on Friday. The stock’s 50-day simple moving average is $34.77 and its 200 day simple moving average is $32.70. The firm has a market capitalization of $15.33 billion, a PE ratio of 18.83 and a beta of 1.04. Schwab U.S. Mid-Cap ETF has a twelve month low of $27.63 and a twelve month high of $36.66.

Schwab U.S. Mid-Cap ETF Company 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.

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Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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