Blue Square Asset Management LLC Acquires 223,237 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Blue Square Asset Management LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 206.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 331,284 shares of the company’s stock after acquiring an additional 223,237 shares during the period. Schwab U.S. Mid-Cap ETF comprises about 4.6% of Blue Square Asset Management LLC’s portfolio, making the stock its 5th largest holding. Blue Square Asset Management LLC owned 0.23% of Schwab U.S. Mid-Cap ETF worth $9,180,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Global Wealth Strategies & Associates boosted its position in shares of Schwab U.S. Mid-Cap ETF by 28.0% in the third quarter. Global Wealth Strategies & Associates now owns 735 shares of the company’s stock worth $61,000 after buying an additional 161 shares during the period. Centaurus Financial Inc. boosted its position in Schwab U.S. Mid-Cap ETF by 6.1% during the 2nd quarter. Centaurus Financial Inc. now owns 3,622 shares of the company’s stock worth $282,000 after acquiring an additional 209 shares during the period. Avior Wealth Management LLC grew its stake in Schwab U.S. Mid-Cap ETF by 0.3% during the 3rd quarter. Avior Wealth Management LLC now owns 110,412 shares of the company’s stock valued at $9,174,000 after acquiring an additional 357 shares in the last quarter. Cordant Inc. acquired a new position in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at about $30,000. Finally, Leisure Capital Management lifted its position in shares of Schwab U.S. Mid-Cap ETF by 1.2% in the third quarter. Leisure Capital Management now owns 31,790 shares of the company’s stock worth $2,641,000 after purchasing an additional 379 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Up 0.0 %

Shares of NYSEARCA:SCHM opened at $29.20 on Friday. The firm has a fifty day moving average of $28.73 and a two-hundred day moving average of $27.74. Schwab U.S. Mid-Cap ETF has a 12-month low of $24.54 and a 12-month high of $30.28. The firm has a market capitalization of $4.19 billion, a P/E ratio of 16.47 and a beta of 1.09.

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.