Schwab U.S. Mid-Cap ETF $SCHM Shares Sold by Compass Advisory Group LLC

Compass Advisory Group LLC reduced its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 687,886 shares of the company’s stock after selling 23,121 shares during the period. Schwab U.S. Mid-Cap ETF makes up approximately 5.7% of Compass Advisory Group LLC’s investment portfolio, making the stock its 5th biggest position. Compass Advisory Group LLC owned about 0.16% of Schwab U.S. Mid-Cap ETF worth $21,297,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Valpey Financial Services LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 2,876.4% in the 4th quarter. Valpey Financial Services LLC now owns 4,224,671 shares of the company’s stock valued at $140,495,000 after acquiring an additional 4,082,734 shares in the last quarter. 93 Financial Group LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $48,614,000. Financial Planning Navigators CORP acquired a new stake in shares of Schwab U.S. Mid-Cap ETF during the 4th quarter worth $22,267,000. Moneta Group Investment Advisors LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 6.5% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 10,669,428 shares of the company’s stock worth $320,830,000 after purchasing an additional 648,134 shares during the period. Finally, Corient Private Wealth LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 97.8% in the second quarter. Corient Private Wealth LLC now owns 1,289,510 shares of the company’s stock worth $36,187,000 after purchasing an additional 637,571 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Up 2.0%

SCHM stock opened at $36.50 on Friday. The company has a market cap of $15.33 billion, a PE ratio of 18.83 and a beta of 1.04. The business has a 50-day simple moving average of $34.77 and a 200 day simple moving average of $32.70. Schwab U.S. Mid-Cap ETF has a 52 week low of $27.63 and a 52 week high of $36.66.

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.