Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by CoreCap Advisors LLC

Posted by Bonnie Powley on May 14th, 2025

CoreCap Advisors LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 221.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,263 shares of the company’s stock after acquiring an additional 2,249 shares during the quarter. CoreCap Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $90,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Cresset Asset Management LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 106.0% in the 4th quarter. Cresset Asset Management LLC now owns 260,533 shares of the company’s stock valued at $7,219,000 after buying an additional 134,084 shares during the period. Capital Advantage Inc. lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 190.9% in the 4th quarter. Capital Advantage Inc. now owns 198,841 shares of the company’s stock valued at $5,510,000 after buying an additional 130,479 shares during the period. Cetera Investment Advisers lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 213.4% in the 4th quarter. Cetera Investment Advisers now owns 494,520 shares of the company’s stock valued at $13,703,000 after buying an additional 336,729 shares during the period. BOKF NA lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. BOKF NA now owns 4,149 shares of the company’s stock valued at $115,000 after buying an additional 2,766 shares during the period. Finally, Bosun Asset Management LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Bosun Asset Management LLC now owns 15,000 shares of the company’s stock valued at $416,000 after buying an additional 10,000 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

SCHM opened at $27.52 on Wednesday. The business has a 50 day simple moving average of $25.62 and a 200-day simple moving average of $27.56. The stock has a market capitalization of $11.44 billion, a P/E ratio of 19.13 and a beta of 1.08. Schwab U.S. Mid-Cap ETF has a 12 month low of $22.41 and a 12 month high of $30.28.

Schwab U.S. Mid-Cap ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were paid a $0.0776 dividend. The ex-dividend date of this dividend was Wednesday, March 26th.

About Schwab U.S. Mid-Cap ETF

(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.