RFG Advisory LLC Grows Stock Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

RFG Advisory LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 5.9% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 3,871 shares of the company’s stock after acquiring an additional 216 shares during the period. RFG Advisory LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $315,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of SCHM. North Star Investment Management Corp. acquired a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter worth approximately $39,000. Lowe Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth $53,000. VisionPoint Advisory Group LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 10,957.1% during the third quarter. VisionPoint Advisory Group LLC now owns 774 shares of the company’s stock worth $52,000 after purchasing an additional 767 shares during the last quarter. Morton Brown Family Wealth LLC acquired a new position in Schwab U.S. Mid-Cap ETF during the fourth quarter valued at $72,000. Finally, Oak Harbor Wealth Partners LLC boosted its holdings in Schwab U.S. Mid-Cap ETF by 86.7% in the fourth quarter. Oak Harbor Wealth Partners LLC now owns 1,036 shares of the company’s stock valued at $78,000 after purchasing an additional 481 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

NYSEARCA SCHM opened at $77.87 on Wednesday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $62.87 and a fifty-two week high of $81.74. The firm has a market capitalization of $11.16 billion, a P/E ratio of 16.47 and a beta of 1.09. The stock has a 50-day simple moving average of $78.40 and a two-hundred day simple moving average of $77.19.

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.