Coastline Complete Wealth LLC purchased a new stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 46,763 shares of the company’s stock, valued at approximately $1,406,000. Schwab U.S. Mid-Cap ETF makes up 0.9% of Coastline Complete Wealth LLC’s holdings, making the stock its 24th largest position.
Several other institutional investors have also made changes to their positions in the stock. Fifth Third Bancorp bought a new position in Schwab U.S. Mid-Cap ETF during the 3rd quarter worth $30,000. Accredited Wealth Management LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 100.0% during the 3rd quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock valued at $30,000 after acquiring an additional 502 shares during the period. Kingdom Financial Group LLC. acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $31,000. Ransom Advisory Ltd acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $32,000. Finally, International Assets Investment Management LLC acquired a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at about $36,000.
Schwab U.S. Mid-Cap ETF Stock Up 1.5%
SCHM opened at $36.09 on Friday. The stock has a market capitalization of $15.16 billion, a price-to-earnings ratio of 18.83 and a beta of 1.04. Schwab U.S. Mid-Cap ETF has a twelve month low of $27.10 and a twelve month high of $36.65. The company has a 50-day simple moving average of $34.42 and a 200 day simple moving average of $32.49.
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.
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