Lee Financial Co purchased a new stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 317,302 shares of the company’s stock, valued at approximately $10,795,000. Schwab U.S. Mid-Cap ETF makes up approximately 1.4% of Lee Financial Co’s portfolio, making the stock its 13th largest position.
Several other institutional investors and hedge funds have also modified their holdings of the stock. Compass Financial Management LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF in the second quarter worth $30,000. Evergreen Advisors LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the first quarter worth $29,000. Godsey & Gibb Inc. acquired a new stake in Schwab U.S. Mid-Cap ETF during the first quarter valued at $29,000. Angeles Wealth Management LLC boosted its position in Schwab U.S. Mid-Cap ETF by 67.1% during the second quarter. Angeles Wealth Management LLC now owns 934 shares of the company’s stock valued at $34,000 after purchasing an additional 375 shares during the last quarter. Finally, Trust Co. of Vermont acquired a new stake in Schwab U.S. Mid-Cap ETF during the second quarter valued at $35,000.
Schwab U.S. Mid-Cap ETF Price Performance
Shares of NYSEARCA SCHM opened at $34.16 on Friday. The business’s 50-day moving average price is $35.20 and its two-hundred day moving average price is $34.83. Schwab U.S. Mid-Cap ETF has a one year low of $28.25 and a one year high of $36.92. The company has a market capitalization of $14.44 billion, a P/E ratio of 18.83 and a beta of 1.05.
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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