Schwab U.S. Mid-Cap ETF $SCHM is Mokosak Advisory Group LLC’s 5th Largest Position

Mokosak Advisory Group LLC grew its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 3.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,138,481 shares of the company’s stock after buying an additional 42,412 shares during the period. Schwab U.S. Mid-Cap ETF makes up 8.6% of Mokosak Advisory Group LLC’s holdings, making the stock its 5th biggest holding. Mokosak Advisory Group LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $34,235,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Sequoia Financial Advisors LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 5.5% in the fourth quarter. Sequoia Financial Advisors LLC now owns 114,454 shares of the company’s stock worth $3,442,000 after buying an additional 5,924 shares during the last quarter. Indivisible Partners purchased a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter worth $798,000. Providence First Trust Co lifted its position in Schwab U.S. Mid-Cap ETF by 64.7% during the 4th quarter. Providence First Trust Co now owns 124,769 shares of the company’s stock worth $3,752,000 after acquiring an additional 49,033 shares during the period. McCarthy Asset Management Inc. grew its stake in Schwab U.S. Mid-Cap ETF by 31.4% during the 4th quarter. McCarthy Asset Management Inc. now owns 214,138 shares of the company’s stock valued at $6,439,000 after purchasing an additional 51,226 shares during the last quarter. Finally, Nicholas Hoffman & Company LLC. increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.1% in the fourth quarter. Nicholas Hoffman & Company LLC. now owns 77,847 shares of the company’s stock valued at $2,341,000 after purchasing an additional 846 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Up 1.6%

Schwab U.S. Mid-Cap ETF stock opened at $34.97 on Thursday. The stock has a 50-day moving average price of $32.27 and a 200 day moving average price of $31.28. The company has a market capitalization of $14.69 billion, a price-to-earnings ratio of 18.83 and a beta of 1.04. Schwab U.S. Mid-Cap ETF has a 52 week low of $25.89 and a 52 week high of $35.04.

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.