Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Stock Position Lifted by Bogart Wealth LLC

Bogart Wealth LLC grew its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 201.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 51,774 shares of the company’s stock after acquiring an additional 34,583 shares during the quarter. Bogart Wealth LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,435,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in SCHM. DHJJ Financial Advisors Ltd. boosted its holdings in Schwab U.S. Mid-Cap ETF by 190.8% in the fourth quarter. DHJJ Financial Advisors Ltd. now owns 210,955 shares of the company’s stock worth $5,846,000 after purchasing an additional 138,412 shares during the period. Attessa Capital LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter worth about $299,000. Manchester Financial Inc. boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 179.1% in the 4th quarter. Manchester Financial Inc. now owns 820,699 shares of the company’s stock valued at $22,742,000 after buying an additional 526,617 shares during the period. Sunburst Financial Group LLC grew its position in shares of Schwab U.S. Mid-Cap ETF by 184.0% during the 4th quarter. Sunburst Financial Group LLC now owns 73,523 shares of the company’s stock valued at $2,037,000 after buying an additional 47,633 shares during the last quarter. Finally, Life Planning Partners Inc acquired a new stake in Schwab U.S. Mid-Cap ETF during the fourth quarter worth about $398,000.

Schwab U.S. Mid-Cap ETF Stock Up 1.1 %

Shares of NYSEARCA SCHM opened at $28.82 on Friday. The firm’s 50-day moving average price is $28.55 and its two-hundred day moving average price is $27.94. Schwab U.S. Mid-Cap ETF has a 52-week low of $24.64 and a 52-week high of $30.28. The stock has a market capitalization of $4.13 billion, a P/E ratio of 16.47 and a beta of 1.09.

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.