Lowery Thomas LLC Purchases 201 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Lowery Thomas LLC boosted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 1.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,172 shares of the company’s stock after acquiring an additional 201 shares during the period. Schwab U.S. Mid-Cap ETF accounts for 0.9% of Lowery Thomas LLC’s investment portfolio, making the stock its 24th biggest position. Lowery Thomas LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,067,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHM. AE Wealth Management LLC grew its holdings in Schwab U.S. Mid-Cap ETF by 54.7% in the 3rd quarter. AE Wealth Management LLC now owns 11,510 shares of the company’s stock worth $779,000 after acquiring an additional 4,068 shares during the last quarter. UMB Bank n.a. lifted its position in shares of Schwab U.S. Mid-Cap ETF by 1,791.4% in the 3rd quarter. UMB Bank n.a. now owns 8,341 shares of the company’s stock worth $565,000 after purchasing an additional 7,900 shares during the period. Bfsg LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 3.3% in the 3rd quarter. Bfsg LLC now owns 19,665 shares of the company’s stock worth $1,331,000 after purchasing an additional 619 shares during the period. Capital Planning LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 7.2% in the 3rd quarter. Capital Planning LLC now owns 13,220 shares of the company’s stock worth $895,000 after purchasing an additional 888 shares during the period. Finally, Newton One Investments LLC lifted its position in shares of Schwab U.S. Mid-Cap ETF by 1.5% in the 3rd quarter. Newton One Investments LLC now owns 217,434 shares of the company’s stock worth $14,716,000 after purchasing an additional 3,248 shares during the period.

Schwab U.S. Mid-Cap ETF Stock Up 0.4 %

Shares of NYSEARCA:SCHM traded up $0.33 on Friday, hitting $77.33. The company had a trading volume of 201,087 shares, compared to its average volume of 317,755. The firm’s 50-day simple moving average is $78.50 and its two-hundred day simple moving average is $73.75. Schwab U.S. Mid-Cap ETF has a 1 year low of $62.87 and a 1 year high of $81.74. The firm has a market capitalization of $11.06 billion, a price-to-earnings ratio of 16.71 and a beta of 1.09.

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.