Guardian Wealth Advisors LLC Acquires 7,702 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Posted by Paula Ricardo on Feb 7th, 2025

Guardian Wealth Advisors LLC raised its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 206.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,436 shares of the company’s stock after buying an additional 7,702 shares during the period. Guardian Wealth Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $317,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. American Financial & Tax Strategies Inc. boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 202.4% during the 4th quarter. American Financial & Tax Strategies Inc. now owns 8,644 shares of the company’s stock worth $240,000 after buying an additional 5,786 shares during the period. Strategic Financial Concepts LLC acquired a new stake in Schwab U.S. Mid-Cap ETF during the fourth quarter worth approximately $1,109,000. 1900 Wealth Management LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 207.4% during the fourth quarter. 1900 Wealth Management LLC now owns 48,083 shares of the company’s stock worth $1,332,000 after acquiring an additional 32,443 shares during the period. Financial Synergies Wealth Advisors Inc. grew its position in shares of Schwab U.S. Mid-Cap ETF by 207.4% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 228,226 shares of the company’s stock valued at $6,324,000 after purchasing an additional 153,976 shares during the last quarter. Finally, Consolidated Portfolio Review Corp bought a new position in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter worth approximately $1,255,000.

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

NYSEARCA:SCHM opened at $29.01 on Friday. The stock has a 50 day simple moving average of $28.66 and a 200 day simple moving average of $27.86. The stock has a market cap of $4.16 billion, a P/E ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a 1-year low of $24.64 and a 1-year high of $30.28.

About Schwab U.S. Mid-Cap ETF

(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.