Coastline Complete Wealth LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 46,763 shares of the company’s stock, valued at approximately $1,406,000. Schwab U.S. Mid-Cap ETF comprises 0.9% of Coastline Complete Wealth LLC’s portfolio, making the stock its 24th largest holding.
A number of other institutional investors also recently made changes to their positions in SCHM. Fifth Third Bancorp bought a new position in shares of Schwab U.S. Mid-Cap ETF during the third quarter worth approximately $30,000. Accredited Wealth Management LLC boosted its stake in Schwab U.S. Mid-Cap ETF by 100.0% in the 3rd quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock valued at $30,000 after purchasing an additional 502 shares during the period. Kingdom Financial Group LLC. bought a new stake in Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $31,000. Ransom Advisory Ltd acquired a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $32,000. Finally, International Assets Investment Management LLC acquired a new position in Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $36,000.
Schwab U.S. Mid-Cap ETF Price Performance
SCHM stock opened at $36.09 on Friday. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $27.10 and a fifty-two week high of $36.65. The stock has a market capitalization of $15.16 billion, a price-to-earnings ratio of 18.83 and a beta of 1.04. The business’s fifty day moving average price is $34.42 and its two-hundred day moving average price is $32.49.
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.
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