Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 219.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 78,140 shares of the company’s stock after acquiring an additional 53,682 shares during the period. Kingswood Wealth Advisors LLC owned about 0.05% of Schwab U.S. Mid-Cap ETF worth $2,165,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of SCHM. Geneos Wealth Management Inc. lifted its holdings in Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock valued at $27,000 after acquiring an additional 640 shares during the last quarter. Cordant Inc. purchased a new stake in Schwab U.S. Mid-Cap ETF in the third quarter valued at $30,000. Archer Investment Corp lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 1,965.0% in the 3rd quarter. Archer Investment Corp now owns 413 shares of the company’s stock valued at $34,000 after purchasing an additional 393 shares during the last quarter. UMB Bank n.a. grew its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock worth $37,000 after purchasing an additional 882 shares during the period. Finally, Massmutual Trust Co. FSB ADV acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth about $41,000.

Schwab U.S. Mid-Cap ETF Stock Performance

Schwab U.S. Mid-Cap ETF stock opened at $28.96 on Tuesday. The company has a market capitalization of $4.15 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $24.54 and a fifty-two week high of $30.28. The firm has a 50 day moving average price of $28.73 and a 200 day moving average price of $27.75.

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.