Kelleher Financial Advisors Buys 5,450 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Kelleher Financial Advisors boosted its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 200.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,175 shares of the company’s stock after buying an additional 5,450 shares during the quarter. Kelleher Financial Advisors’ holdings in Schwab U.S. Mid-Cap ETF were worth $227,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Cordant Inc. purchased a new stake in Schwab U.S. Mid-Cap ETF during the third quarter valued at about $30,000. Archer Investment Corp lifted its holdings in Schwab U.S. Mid-Cap ETF by 1,965.0% during the third quarter. Archer Investment Corp now owns 413 shares of the company’s stock valued at $34,000 after purchasing an additional 393 shares during the last quarter. UMB Bank n.a. lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. UMB Bank n.a. now owns 1,323 shares of the company’s stock worth $37,000 after buying an additional 882 shares in the last quarter. Massmutual Trust Co. FSB ADV purchased a new stake in shares of Schwab U.S. Mid-Cap ETF in the third quarter worth about $41,000. Finally, MassMutual Private Wealth & Trust FSB lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 200.0% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 1,476 shares of the company’s stock worth $41,000 after buying an additional 984 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Trading Down 0.3 %

Shares of Schwab U.S. Mid-Cap ETF stock opened at $29.14 on Thursday. Schwab U.S. Mid-Cap ETF has a 12-month low of $24.54 and a 12-month high of $30.28. The company has a market cap of $4.18 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. The company’s 50-day moving average price is $28.71 and its 200-day moving average price is $27.68.

Schwab U.S. Mid-Cap ETF 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.