Consolidated Portfolio Review Corp Takes Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Consolidated Portfolio Review Corp bought a new stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 45,297 shares of the company’s stock, valued at approximately $1,255,000.

Several other institutional investors also recently bought and sold shares of the stock. Geneos Wealth Management Inc. lifted its position in Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 960 shares of the company’s stock valued at $27,000 after purchasing an additional 640 shares during the last quarter. Cordant Inc. purchased a new stake in Schwab U.S. Mid-Cap ETF during the 3rd quarter valued at $30,000. Archer Investment Corp grew its holdings in Schwab U.S. Mid-Cap ETF by 1,965.0% in the 3rd quarter. Archer Investment Corp now owns 413 shares of the company’s stock worth $34,000 after acquiring an additional 393 shares during the last quarter. UMB Bank n.a. increased its position in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock valued at $37,000 after acquiring an additional 882 shares during the period. Finally, MassMutual Private Wealth & Trust FSB raised its stake in shares of Schwab U.S. Mid-Cap ETF by 200.0% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,476 shares of the company’s stock valued at $41,000 after acquiring an additional 984 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

NYSEARCA SCHM opened at $29.01 on Friday. Schwab U.S. Mid-Cap ETF has a 1 year low of $24.64 and a 1 year high of $30.28. The stock has a market capitalization of $4.16 billion, a PE ratio of 16.47 and a beta of 1.09. The business’s 50-day moving average is $28.66 and its 200 day moving average is $27.86.

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.