Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Acquired by Von Berge Wealth Management Group LLC

Von Berge Wealth Management Group LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 0.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,341 shares of the company’s stock after buying an additional 426 shares during the period. Schwab U.S. Mid-Cap ETF makes up 2.0% of Von Berge Wealth Management Group LLC’s holdings, making the stock its 15th largest position. Von Berge Wealth Management Group LLC owned approximately 0.08% of Schwab U.S. Mid-Cap ETF worth $3,368,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHM. Keystone Wealth Services LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF by 200.1% during the fourth quarter. Keystone Wealth Services LLC now owns 11,678 shares of the company’s stock worth $324,000 after acquiring an additional 7,787 shares during the last quarter. Alesco Advisors LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 200.1% in the 4th quarter. Alesco Advisors LLC now owns 21,127 shares of the company’s stock worth $585,000 after purchasing an additional 14,086 shares in the last quarter. Jones Financial Companies Lllp grew its position in Schwab U.S. Mid-Cap ETF by 315.0% during the 4th quarter. Jones Financial Companies Lllp now owns 1,289,294 shares of the company’s stock worth $35,726,000 after purchasing an additional 978,642 shares during the last quarter. Modera Wealth Management LLC increased its stake in Schwab U.S. Mid-Cap ETF by 194.4% during the 4th quarter. Modera Wealth Management LLC now owns 911,294 shares of the company’s stock valued at $25,252,000 after purchasing an additional 601,739 shares in the last quarter. Finally, Glassman Wealth Services raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Glassman Wealth Services now owns 1,395 shares of the company’s stock worth $39,000 after buying an additional 930 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of SCHM opened at $27.89 on Monday. The firm has a market capitalization of $11.34 billion, a PE ratio of 19.14 and a beta of 1.15. The company’s fifty day moving average price is $28.43 and its 200-day moving average price is $28.15. Schwab U.S. Mid-Cap ETF has a 1-year low of $24.64 and a 1-year high of $30.28.

Schwab U.S. Mid-Cap ETF 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.