Clear Rock Advisors LLC Has $3.70 Million Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Clear Rock Advisors LLC decreased its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 8.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,491 shares of the company’s stock after selling 4,343 shares during the period. Schwab U.S. Mid-Cap ETF accounts for about 1.6% of Clear Rock Advisors LLC’s holdings, making the stock its 15th biggest holding. Clear Rock Advisors LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $3,696,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in SCHM. Holderness Investments Co. lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 9.8% in the 4th quarter. Holderness Investments Co. now owns 9,230 shares of the company’s stock valued at $695,000 after purchasing an additional 824 shares during the period. Per Stirling Capital Management LLC. grew its position in shares of Schwab U.S. Mid-Cap ETF by 15.3% during the 4th quarter. Per Stirling Capital Management LLC. now owns 12,429 shares of the company’s stock worth $936,000 after buying an additional 1,647 shares during the period. Exencial Wealth Advisors LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF by 8.6% in the 4th quarter. Exencial Wealth Advisors LLC now owns 303,421 shares of the company’s stock valued at $22,854,000 after acquiring an additional 24,115 shares in the last quarter. Regal Investment Advisors LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 25.8% during the 4th quarter. Regal Investment Advisors LLC now owns 6,204 shares of the company’s stock valued at $467,000 after acquiring an additional 1,273 shares during the period. Finally, Creative Planning boosted its stake in Schwab U.S. Mid-Cap ETF by 0.3% during the fourth quarter. Creative Planning now owns 10,259,228 shares of the company’s stock worth $772,725,000 after acquiring an additional 25,791 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

SCHM stock opened at $82.51 on Wednesday. Schwab U.S. Mid-Cap ETF has a 1 year low of $62.87 and a 1 year high of $83.69. The stock has a market capitalization of $11.83 billion, a PE ratio of 16.47 and a beta of 1.09. The company’s 50-day moving average is $80.10 and its 200-day moving average is $79.24.

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.