Elwood & Goetz Wealth Advisory Group LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 2.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,083,986 shares of the company’s stock after purchasing an additional 23,223 shares during the period. Schwab U.S. Mid-Cap ETF accounts for approximately 6.9% of Elwood & Goetz Wealth Advisory Group LLC’s holdings, making the stock its 5th biggest holding. Elwood & Goetz Wealth Advisory Group LLC owned about 0.26% of Schwab U.S. Mid-Cap ETF worth $28,400,000 at the end of the most recent quarter.
Several other large investors have also bought and sold shares of SCHM. Oarsman Capital Inc. raised its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Oarsman Capital Inc. now owns 933 shares of the company’s stock valued at $26,000 after acquiring an additional 622 shares during the period. Truvestments Capital LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Truvestments Capital LLC now owns 984 shares of the company’s stock valued at $27,000 after purchasing an additional 656 shares during the last quarter. Blume Capital Management Inc. increased its stake in Schwab U.S. Mid-Cap ETF by 200.0% in the 4th quarter. Blume Capital Management Inc. now owns 1,050 shares of the company’s stock valued at $29,000 after buying an additional 700 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the 4th quarter. EverSource Wealth Advisors LLC now owns 1,029 shares of the company’s stock worth $29,000 after purchasing an additional 686 shares during the last quarter. Finally, Noble Wealth Management PBC acquired a new position in Schwab U.S. Mid-Cap ETF during the fourth quarter worth $30,000.
Schwab U.S. Mid-Cap ETF Stock Up 0.1%
Shares of NYSEARCA SCHM opened at $27.38 on Monday. The company has a market cap of $11.35 billion, a PE ratio of 19.13 and a beta of 1.07. Schwab U.S. Mid-Cap ETF has a twelve month low of $22.41 and a twelve month high of $30.28. The business’s 50 day moving average price is $26.52 and its two-hundred day moving average price is $27.21.
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.
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