FIDELIS iM LLC Grows Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

FIDELIS iM LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 134.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 37,542 shares of the company’s stock after acquiring an additional 21,537 shares during the period. Schwab U.S. Mid-Cap ETF comprises about 0.4% of FIDELIS iM LLC’s holdings, making the stock its 15th biggest position. FIDELIS iM LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,040,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of SCHM. Embree Financial Group boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 223.7% in the 4th quarter. Embree Financial Group now owns 53,994 shares of the company’s stock valued at $1,496,000 after purchasing an additional 37,313 shares during the last quarter. Blue Square Asset Management LLC raised its position in shares of Schwab U.S. Mid-Cap ETF by 206.6% in the 4th quarter. Blue Square Asset Management LLC now owns 331,284 shares of the company’s stock valued at $9,180,000 after purchasing an additional 223,237 shares in the last quarter. Patton Albertson Miller Group LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 168.8% during the 4th quarter. Patton Albertson Miller Group LLC now owns 11,230 shares of the company’s stock valued at $311,000 after acquiring an additional 7,052 shares during the last quarter. Flagship Harbor Advisors LLC grew its stake in Schwab U.S. Mid-Cap ETF by 212.9% in the fourth quarter. Flagship Harbor Advisors LLC now owns 49,210 shares of the company’s stock worth $1,364,000 after purchasing an additional 33,484 shares in the last quarter. Finally, Juncture Wealth Strategies LLC grew its position in shares of Schwab U.S. Mid-Cap ETF by 199.7% in the 4th quarter. Juncture Wealth Strategies LLC now owns 143,877 shares of the company’s stock worth $3,987,000 after acquiring an additional 95,866 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Up 0.0 %

Shares of Schwab U.S. Mid-Cap ETF stock opened at $29.20 on Friday. The stock has a market capitalization of $4.19 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. The business’s 50 day simple moving average is $28.73 and its 200-day simple moving average is $27.74. Schwab U.S. Mid-Cap ETF has a twelve month low of $24.54 and a twelve month high of $30.28.

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.