Schwab U.S. Mid-Cap ETF $SCHM is Family Legacy Financial Solutions LLC’s 5th Largest Position

Family Legacy Financial Solutions LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 17.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 224,899 shares of the company’s stock after acquiring an additional 32,949 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 5.1% of Family Legacy Financial Solutions LLC’s investment portfolio, making the stock its 5th largest holding. Family Legacy Financial Solutions LLC owned 0.05% of Schwab U.S. Mid-Cap ETF worth $6,666,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 200.4% in the fourth quarter. Brighton Jones LLC now owns 23,293 shares of the company’s stock worth $645,000 after purchasing an additional 15,538 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Schwab U.S. Mid-Cap ETF by 194.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 115,000 shares of the company’s stock valued at $3,187,000 after buying an additional 75,941 shares during the period. Russell Investments Group Ltd. lifted its position in Schwab U.S. Mid-Cap ETF by 467.1% in the 1st quarter. Russell Investments Group Ltd. now owns 2,444 shares of the company’s stock worth $64,000 after buying an additional 2,013 shares in the last quarter. Kovitz Investment Group Partners LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 54.1% during the 1st quarter. Kovitz Investment Group Partners LLC now owns 35,524 shares of the company’s stock valued at $931,000 after buying an additional 12,468 shares during the period. Finally, Colonial Trust Advisors purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the 1st quarter valued at $260,000.

Schwab U.S. Mid-Cap ETF Trading Down 0.6%

NYSEARCA SCHM opened at $30.15 on Wednesday. Schwab U.S. Mid-Cap ETF has a 1-year low of $22.41 and a 1-year high of $30.91. The firm’s fifty day simple moving average is $29.68 and its 200-day simple moving average is $29.10. The company has a market capitalization of $12.25 billion, a PE ratio of 18.83 and a beta of 1.08.

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.