Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) is Curi Wealth Management LLC’s 4th Largest Position

Curi Wealth Management LLC raised its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMFree Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 329,941 shares of the company’s stock after purchasing an additional 21,946 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for approximately 3.4% of Curi Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Curi Wealth Management LLC owned approximately 0.24% of Schwab U.S. Mid-Cap ETF worth $24,851,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WestHill Financial Advisors Inc. purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the third quarter worth approximately $28,000. Fifth Third Bancorp lifted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,285.7% in the 3rd quarter. Fifth Third Bancorp now owns 485 shares of the company’s stock worth $33,000 after buying an additional 450 shares during the period. NBC Securities Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF during the 3rd quarter worth $37,000. North Star Investment Management Corp. purchased a new position in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at $39,000. Finally, VisionPoint Advisory Group LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 10,957.1% in the third quarter. VisionPoint Advisory Group LLC now owns 774 shares of the company’s stock valued at $52,000 after acquiring an additional 767 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

NYSEARCA SCHM traded up $0.62 during trading on Tuesday, reaching $80.40. 196,912 shares of the company’s stock traded hands, compared to its average volume of 322,514. Schwab U.S. Mid-Cap ETF has a 12-month low of $62.87 and a 12-month high of $81.74. The firm has a market cap of $11.53 billion, a price-to-earnings ratio of 16.47 and a beta of 1.09. The company’s 50 day simple moving average is $78.82 and its two-hundred day simple moving average is $74.90.

About Schwab U.S. Mid-Cap ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

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