Sage Financial Group Inc. Lowers Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Sage Financial Group Inc. trimmed its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 2.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 193,082 shares of the company’s stock after selling 4,200 shares during the period. Schwab U.S. Mid-Cap ETF comprises 1.6% of Sage Financial Group Inc.’s holdings, making the stock its 13th biggest holding. Sage Financial Group Inc. owned about 0.17% of Schwab U.S. Mid-Cap ETF worth $10,917,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in SCHM. Clearwater Capital Advisors LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 17.6% in the 3rd quarter. Clearwater Capital Advisors LLC now owns 120,612 shares of the company’s stock worth $6,819,000 after purchasing an additional 18,086 shares during the period. Parallel Advisors LLC lifted its position in Schwab U.S. Mid-Cap ETF by 64.6% during the third quarter. Parallel Advisors LLC now owns 11,810 shares of the company’s stock valued at $668,000 after acquiring an additional 4,637 shares during the last quarter. JNBA Financial Advisors lifted its position in Schwab U.S. Mid-Cap ETF by 360.5% during the third quarter. JNBA Financial Advisors now owns 921 shares of the company’s stock valued at $52,000 after acquiring an additional 721 shares during the last quarter. Creative Planning lifted its position in Schwab U.S. Mid-Cap ETF by 2.8% during the third quarter. Creative Planning now owns 350,342 shares of the company’s stock valued at $19,808,000 after acquiring an additional 9,384 shares during the last quarter. Finally, Brightworth lifted its position in Schwab U.S. Mid-Cap ETF by 4.7% during the third quarter. Brightworth now owns 37,189 shares of the company’s stock valued at $2,103,000 after acquiring an additional 1,685 shares during the last quarter.

NYSEARCA:SCHM traded up $0.19 during midday trading on Friday, reaching $58.57. 189,965 shares of the stock traded hands, compared to its average volume of 393,986. Schwab U.S. Mid-Cap ETF has a 12-month low of $44.97 and a 12-month high of $58.75. The business has a 50-day moving average of $56.66 and a two-hundred day moving average of $56.42.

Read More: Market Capitalization – What it Means for Investors

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Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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