SOA Wealth Advisors LLC. Grows Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

SOA Wealth Advisors LLC. raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 201.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,973 shares of the company’s stock after purchasing an additional 3,990 shares during the period. SOA Wealth Advisors LLC.’s holdings in Schwab U.S. Mid-Cap ETF were worth $166,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Bush Investment Group LLC grew its stake in Schwab U.S. Mid-Cap ETF by 0.5% in the third quarter. Bush Investment Group LLC now owns 128,379 shares of the company’s stock valued at $10,667,000 after purchasing an additional 673 shares during the last quarter. Denver PWM LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 2.8% in the 3rd quarter. Denver PWM LLC now owns 204,460 shares of the company’s stock valued at $16,989,000 after buying an additional 5,553 shares in the last quarter. Anchor Investment Management LLC grew its position in shares of Schwab U.S. Mid-Cap ETF by 1.6% in the 3rd quarter. Anchor Investment Management LLC now owns 70,223 shares of the company’s stock worth $5,835,000 after buying an additional 1,136 shares during the last quarter. World Investment Advisors LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 10.5% during the 3rd quarter. World Investment Advisors LLC now owns 7,893 shares of the company’s stock worth $656,000 after acquiring an additional 747 shares in the last quarter. Finally, Synovus Financial Corp lifted its position in Schwab U.S. Mid-Cap ETF by 100.0% during the third quarter. Synovus Financial Corp now owns 15,250 shares of the company’s stock valued at $1,267,000 after acquiring an additional 7,626 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Trading Down 0.9 %

NYSEARCA SCHM opened at $28.75 on Friday. The firm’s fifty day simple moving average is $28.65 and its two-hundred day simple moving average is $27.87. The firm has a market capitalization of $4.12 billion, a P/E ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 12-month low of $24.64 and a 12-month high of $30.28.

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.