10,513 Shares in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Purchased by XY Planning Network Inc.

XY Planning Network Inc. purchased a new position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 10,513 shares of the company’s stock, valued at approximately $291,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wealth Group Ltd. lifted its holdings in Schwab U.S. Mid-Cap ETF by 199.3% during the fourth quarter. Wealth Group Ltd. now owns 108,625 shares of the company’s stock valued at $3,010,000 after purchasing an additional 72,326 shares during the last quarter. Capital & Planning LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 238.9% during the fourth quarter. Capital & Planning LLC now owns 113,779 shares of the company’s stock valued at $3,153,000 after purchasing an additional 80,208 shares during the last quarter. Ironwood Wealth Management LLC. lifted its holdings in Schwab U.S. Mid-Cap ETF by 238.5% during the fourth quarter. Ironwood Wealth Management LLC. now owns 68,273 shares of the company’s stock valued at $1,892,000 after purchasing an additional 48,102 shares during the last quarter. UMB Bank n.a. lifted its holdings in Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock valued at $37,000 after purchasing an additional 882 shares during the last quarter. Finally, Janney Montgomery Scott LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 195.4% during the fourth quarter. Janney Montgomery Scott LLC now owns 40,530 shares of the company’s stock valued at $1,123,000 after purchasing an additional 26,808 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Down 0.3%

NYSEARCA SCHM opened at $26.81 on Monday. The company has a market cap of $11.14 billion, a PE ratio of 19.13 and a beta of 1.08. Schwab U.S. Mid-Cap ETF has a 52 week low of $22.41 and a 52 week high of $30.28. The firm’s 50-day simple moving average is $25.79 and its two-hundred day simple moving average is $27.51.

Schwab U.S. Mid-Cap ETF 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.

Further Reading

Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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