Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Stock Position Increased by Mokosak Advisory Group LLC

Mokosak Advisory Group LLC increased its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 314,229 shares of the company’s stock after buying an additional 7,376 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises approximately 8.5% of Mokosak Advisory Group LLC’s portfolio, making the stock its 5th largest position. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $23,667,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. FAS Wealth Partners Inc. raised its position in Schwab U.S. Mid-Cap ETF by 0.7% in the fourth quarter. FAS Wealth Partners Inc. now owns 178,151 shares of the company’s stock valued at $13,418,000 after purchasing an additional 1,205 shares during the period. Mengis Capital Management Inc. raised its position in Schwab U.S. Mid-Cap ETF by 0.3% in the third quarter. Mengis Capital Management Inc. now owns 52,221 shares of the company’s stock valued at $3,534,000 after purchasing an additional 175 shares during the period. Avior Wealth Management LLC raised its position in Schwab U.S. Mid-Cap ETF by 0.4% in the fourth quarter. Avior Wealth Management LLC now owns 103,869 shares of the company’s stock valued at $7,823,000 after purchasing an additional 434 shares during the period. Strategic Financial Planning Inc. raised its position in Schwab U.S. Mid-Cap ETF by 1.2% in the third quarter. Strategic Financial Planning Inc. now owns 25,035 shares of the company’s stock valued at $1,694,000 after purchasing an additional 307 shares during the period. Finally, Advocacy Wealth Management Services LLC purchased a new stake in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $26,898,000.

Schwab U.S. Mid-Cap ETF Stock Down 0.1 %

NYSEARCA SCHM traded down $0.11 on Thursday, reaching $75.70. The stock had a trading volume of 389,991 shares, compared to its average volume of 317,864. The stock has a fifty day moving average price of $78.40 and a two-hundred day moving average price of $73.25. The firm has a market capitalization of $10.83 billion, a price-to-earnings ratio of 16.71 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 12-month low of $62.87 and a 12-month high of $81.74.

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.