Chicago Partners Investment Group LLC Acquires 64,931 Shares of Schwab U.S. Mid-Cap ETF $SCHM

Posted by ABMN Staff on Jul 13th, 2026

Chicago Partners Investment Group LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 6.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,016,853 shares of the company’s stock after buying an additional 64,931 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for approximately 0.7% of Chicago Partners Investment Group LLC’s portfolio, making the stock its 23rd largest holding. Chicago Partners Investment Group LLC owned about 0.24% of Schwab U.S. Mid-Cap ETF worth $34,339,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Godsey & Gibb Inc. purchased a new stake in Schwab U.S. Mid-Cap ETF during the 1st quarter valued at about $29,000. Kingdom Financial Group LLC. purchased a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter worth approximately $31,000. Ransom Advisory Ltd bought a new stake in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $32,000. International Assets Investment Management LLC bought a new stake in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $36,000. Finally, Geneos Wealth Management Inc. boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 54.1% during the second quarter. Geneos Wealth Management Inc. now owns 1,479 shares of the company’s stock valued at $41,000 after purchasing an additional 519 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Performance

NYSEARCA:SCHM opened at $35.81 on Monday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $27.76 and a fifty-two week high of $36.90. The firm has a market cap of $14.90 billion, a PE ratio of 18.83 and a beta of 1.03. The business has a 50 day moving average price of $35.31 and a 200-day moving average price of $33.14.

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.