Compass Advisory Group LLC Has $20.98 Million Stake in Schwab U.S. Mid-Cap ETF $SCHM

Compass Advisory Group LLC boosted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 707,937 shares of the company’s stock after acquiring an additional 26,263 shares during the period. Schwab U.S. Mid-Cap ETF accounts for 5.9% of Compass Advisory Group LLC’s portfolio, making the stock its 5th largest position. Compass Advisory Group LLC owned 0.17% of Schwab U.S. Mid-Cap ETF worth $20,983,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Meriwether Wealth & Planning LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 5.0% in the 3rd quarter. Meriwether Wealth & Planning LLC now owns 8,235 shares of the company’s stock valued at $244,000 after purchasing an additional 389 shares during the last quarter. Balanced Wealth Group LLC raised its stake in shares of Schwab U.S. Mid-Cap ETF by 0.3% during the third quarter. Balanced Wealth Group LLC now owns 136,880 shares of the company’s stock worth $3,872,000 after buying an additional 419 shares during the last quarter. CVA Family Office LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 0.8% in the third quarter. CVA Family Office LLC now owns 56,102 shares of the company’s stock valued at $1,663,000 after buying an additional 444 shares during the period. S.A. Mason LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 1.1% in the third quarter. S.A. Mason LLC now owns 46,817 shares of the company’s stock valued at $1,388,000 after acquiring an additional 500 shares during the last quarter. Finally, Mutual Advisors LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 1.6% in the third quarter. Mutual Advisors LLC now owns 31,639 shares of the company’s stock valued at $946,000 after acquiring an additional 502 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of Schwab U.S. Mid-Cap ETF stock opened at $32.55 on Friday. The firm has a fifty day moving average of $31.35 and a two-hundred day moving average of $30.11. The stock has a market capitalization of $13.33 billion, a price-to-earnings ratio of 18.83 and a beta of 1.08. Schwab U.S. Mid-Cap ETF has a 52 week low of $22.41 and a 52 week high of $33.13.

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.