Carolina Wealth Advisors LLC Sells 1,813 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Carolina Wealth Advisors LLC reduced its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 1.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 145,581 shares of the company’s stock after selling 1,813 shares during the period. Schwab U.S. Mid-Cap ETF comprises approximately 2.1% of Carolina Wealth Advisors LLC’s portfolio, making the stock its 17th biggest holding. Carolina Wealth Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $3,814,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Von Berge Wealth Management Group LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 0.4% during the fourth quarter. Von Berge Wealth Management Group LLC now owns 115,341 shares of the company’s stock valued at $3,368,000 after purchasing an additional 426 shares during the period. Flagship Harbor Advisors LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 1.1% during the first quarter. Flagship Harbor Advisors LLC now owns 49,728 shares of the company’s stock valued at $1,303,000 after purchasing an additional 518 shares during the period. GHP Investment Advisors Inc. boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 1.4% during the first quarter. GHP Investment Advisors Inc. now owns 40,084 shares of the company’s stock valued at $1,050,000 after purchasing an additional 556 shares during the period. Oarsman Capital Inc. boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Oarsman Capital Inc. now owns 933 shares of the company’s stock valued at $26,000 after purchasing an additional 622 shares during the period. Finally, Truvestments Capital LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% during 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 period.

Schwab U.S. Mid-Cap ETF Stock Performance

NYSEARCA:SCHM opened at $27.95 on Friday. The firm has a market cap of $11.52 billion, a PE ratio of 18.83 and a beta of 1.13. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $22.41 and a fifty-two week high of $30.28. The business has a 50 day moving average price of $26.84 and a 200-day moving average price of $27.19.

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.