Downshift Financial LLC Invests $6.91 Million in Schwab U.S. Mid-Cap ETF $SCHM

Downshift Financial LLC bought a new stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 218,150 shares of the company’s stock, valued at approximately $6,908,000. Schwab U.S. Mid-Cap ETF makes up 4.3% of Downshift Financial LLC’s holdings, making the stock its 8th biggest position. Downshift Financial LLC owned 0.05% of Schwab U.S. Mid-Cap ETF at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Fifth Third Bancorp acquired a new stake in Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at about $30,000. Accredited Wealth Management LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 100.0% in the 3rd quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock worth $30,000 after purchasing an additional 502 shares in the last quarter. Kingdom Financial Group LLC. bought a new stake in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter worth approximately $31,000. Ransom Advisory Ltd bought a new stake in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter worth approximately $32,000. Finally, International Assets Investment Management LLC acquired a new stake in Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $36,000.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of NYSEARCA: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 1-year low of $27.10 and a 1-year high of $36.65. The company has a 50 day moving average price of $34.50 and a 200 day moving average price of $32.51.

Schwab U.S. Mid-Cap ETF Company Profile

(Free Report)

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

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