152,543 Schwab U.S. Mid-Cap ETF $SCHM Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC trimmed its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 43.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 195,504 shares of the company’s stock after selling 152,543 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $6,651,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Evergreen Capital Management LLC acquired a new stake in Schwab U.S. Mid-Cap ETF in the third quarter valued at approximately $1,436,000. DHJJ Financial Advisors Ltd. increased its stake in shares of Schwab U.S. Mid-Cap ETF by 9.6% during the 3rd quarter. DHJJ Financial Advisors Ltd. now owns 228,224 shares of the company’s stock worth $7,764,000 after purchasing an additional 19,925 shares during the last quarter. Capital Investment Advisors LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth $219,000. Christensen King & Associates Investment Services Inc. increased its stake in shares of Schwab U.S. Mid-Cap ETF by 0.9% during the 3rd quarter. Christensen King & Associates Investment Services Inc. now owns 349,163 shares of the company’s stock worth $11,879,000 after purchasing an additional 3,251 shares during the last quarter. Finally, James Investment Research Inc. increased its stake in shares of Schwab U.S. Mid-Cap ETF by 2.4% during the 3rd quarter. James Investment Research Inc. now owns 33,163 shares of the company’s stock worth $1,128,000 after purchasing an additional 779 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Trading Down 0.5%

Schwab U.S. Mid-Cap ETF stock opened at $34.54 on Friday. The company has a market capitalization of $14.61 billion, a P/E ratio of 18.83 and a beta of 1.05. The firm’s fifty day simple moving average is $35.03 and its 200-day simple moving average is $34.95. Schwab U.S. Mid-Cap ETF has a 1-year low of $28.25 and a 1-year high of $36.92.

About Schwab U.S. Mid-Cap ETF

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.