Revolve Wealth Partners LLC Boosts Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Revolve Wealth Partners LLC boosted its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 194.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 115,000 shares of the company’s stock after acquiring an additional 75,941 shares during the period. Revolve Wealth Partners LLC owned about 0.08% of Schwab U.S. Mid-Cap ETF worth $3,187,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of SCHM. YHB Investment Advisors Inc. increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 202.0% in the 4th quarter. YHB Investment Advisors Inc. now owns 26,241 shares of the company’s stock valued at $727,000 after acquiring an additional 17,551 shares during the period. Fortitude Advisory Group L.L.C. grew its position in Schwab U.S. Mid-Cap ETF by 203.8% during the 4th quarter. Fortitude Advisory Group L.L.C. now owns 29,836 shares of the company’s stock worth $827,000 after purchasing an additional 20,014 shares during the last quarter. Warner Financial Inc. increased its stake in Schwab U.S. Mid-Cap ETF by 200.6% in the fourth quarter. Warner Financial Inc. now owns 56,522 shares of the company’s stock valued at $1,566,000 after purchasing an additional 37,722 shares during the period. Joseph P. Lucia & Associates LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 190.8% in the fourth quarter. Joseph P. Lucia & Associates LLC now owns 77,709 shares of the company’s stock valued at $2,153,000 after buying an additional 50,988 shares during the last quarter. Finally, Legacy Bridge LLC boosted its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. Legacy Bridge LLC now owns 44,820 shares of the company’s stock worth $1,242,000 after buying an additional 29,880 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Down 0.8 %

Shares of SCHM stock opened at $28.96 on Tuesday. The stock’s 50-day moving average price is $28.73 and its 200 day moving average price is $27.75. The stock has a market capitalization of $4.15 billion, a PE ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 52-week low of $24.54 and a 52-week high of $30.28.

Schwab U.S. Mid-Cap ETF 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.