Capital Advisors Ltd. LLC Raises Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Capital Advisors Ltd. LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 19.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,420 shares of the company’s stock after acquiring an additional 559 shares during the quarter. Capital Advisors Ltd. LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $258,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Financial Engines Advisors L.L.C. increased its position in shares of Schwab U.S. Mid-Cap ETF by 9.1% during the third quarter. Financial Engines Advisors L.L.C. now owns 20,492,571 shares of the company’s stock valued at $1,386,937,000 after acquiring an additional 1,714,519 shares during the last quarter. Cerity Partners LLC increased its position in Schwab U.S. Mid-Cap ETF by 1,509.2% in the fourth quarter. Cerity Partners LLC now owns 18,943,319 shares of the company’s stock worth $1,426,811,000 after buying an additional 17,766,110 shares during the last quarter. HighTower Advisors LLC increased its position in Schwab U.S. Mid-Cap ETF by 3.5% in the third quarter. HighTower Advisors LLC now owns 3,576,214 shares of the company’s stock worth $241,993,000 after buying an additional 119,381 shares during the last quarter. Moneta Group Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 5.6% in the third quarter. Moneta Group Investment Advisors LLC now owns 1,841,803 shares of the company’s stock worth $124,653,000 after acquiring an additional 97,614 shares during the period. Finally, Prime Capital Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% in the fourth quarter. Prime Capital Investment Advisors LLC now owns 1,718,778 shares of the company’s stock worth $129,458,000 after acquiring an additional 5,820 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of Schwab U.S. Mid-Cap ETF stock traded down $0.57 during trading hours on Thursday, reaching $76.79. The company had a trading volume of 88,818 shares, compared to its average volume of 317,535. Schwab U.S. Mid-Cap ETF has a one year low of $62.87 and a one year high of $81.74. The business has a fifty day simple moving average of $78.48 and a 200 day simple moving average of $73.61. The firm has a market cap of $10.98 billion, a PE ratio of 16.71 and a beta of 1.09.

About Schwab U.S. Mid-Cap ETF

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.