Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Purchased by Asset Planning Services Inc. LA ADV

Asset Planning Services Inc. LA ADV raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 205.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,716 shares of the company’s stock after purchasing an additional 12,589 shares during the period. Asset Planning Services Inc. LA ADV’s holdings in Schwab U.S. Mid-Cap ETF were worth $519,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Janney Montgomery Scott LLC raised its stake in Schwab U.S. Mid-Cap ETF by 195.4% during the fourth quarter. Janney Montgomery Scott LLC now owns 40,530 shares of the company’s stock worth $1,123,000 after acquiring an additional 26,808 shares during the period. Bartlett & CO. Wealth Management LLC grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 195.6% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 82,146 shares of the company’s stock valued at $2,276,000 after purchasing an additional 54,361 shares during the last quarter. Kelleher Financial Advisors raised its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. Kelleher Financial Advisors now owns 8,175 shares of the company’s stock worth $227,000 after purchasing an additional 5,450 shares during the period. Finley Financial LLC bought a new stake in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter worth approximately $48,000. Finally, Madison Park Capital Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 195.4% in the 4th quarter. Madison Park Capital Advisors LLC now owns 69,738 shares of the company’s stock worth $1,932,000 after purchasing an additional 46,133 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of SCHM opened at $29.14 on Thursday. Schwab U.S. Mid-Cap ETF has a 12 month low of $24.54 and a 12 month high of $30.28. The stock has a fifty day moving average price of $28.71 and a 200 day moving average price of $27.68. The company has a market cap of $4.18 billion, a P/E ratio of 16.47 and a beta of 1.09.

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.