AdvicePeriod LLC Takes $552,000 Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
AdvicePeriod LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 9,546 shares of the company’s stock, valued at approximately $552,000.
Other hedge funds have also made changes to their positions in the company. Stratos Wealth Partners LTD. purchased a new position in Schwab U.S. Mid-Cap ETF during the third quarter worth about $109,000. Whittier Trust Co. of Nevada Inc. raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 198.7% in the 2nd quarter. Whittier Trust Co. of Nevada Inc. now owns 2,031 shares of the company’s stock worth $111,000 after purchasing an additional 1,351 shares during the period. Sun Life Financial INC raised its holdings in shares of Schwab U.S. Mid-Cap ETF by 1,784.9% in the 2nd quarter. Sun Life Financial INC now owns 2,375 shares of the company’s stock worth $130,000 after purchasing an additional 2,249 shares during the period. Massey Quick Simon & CO. LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 2nd quarter worth about $150,000. Finally, Asset Planning Services Inc. LA ADV purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter worth about $151,000.
Shares of Schwab U.S. Mid-Cap ETF stock traded down $1.17 during trading hours on Friday, reaching $51.40. The stock had a trading volume of 514,199 shares, compared to its average volume of 348,741. Schwab U.S. Mid-Cap ETF has a 1 year low of $49.78 and a 1 year high of $58.83.
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