Carolina Wealth Advisors LLC Has $4.08 Million Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Carolina Wealth Advisors LLC lifted its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 173.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 147,394 shares of the company’s stock after buying an additional 93,462 shares during the period. Schwab U.S. Mid-Cap ETF comprises about 2.2% of Carolina Wealth Advisors LLC’s portfolio, making the stock its 18th biggest holding. Carolina Wealth Advisors LLC owned about 0.10% of Schwab U.S. Mid-Cap ETF worth $4,084,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Global Wealth Strategies & Associates grew its position in 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 valued at $61,000 after acquiring an additional 161 shares during the last quarter. Centaurus Financial Inc. grew its holdings in shares of 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 valued at $282,000 after purchasing an additional 209 shares during the last quarter. Avior Wealth Management LLC grew its holdings in shares of 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 purchasing an additional 357 shares during the last quarter. Cordant Inc. acquired a new position in Schwab U.S. Mid-Cap ETF during the 3rd quarter worth approximately $30,000. Finally, Leisure Capital Management lifted its stake in Schwab U.S. Mid-Cap ETF by 1.2% in the 3rd quarter. Leisure Capital Management now owns 31,790 shares of the company’s stock valued at $2,641,000 after purchasing an additional 379 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of Schwab U.S. Mid-Cap ETF stock opened at $28.49 on Thursday. The company’s 50 day moving average price is $28.74 and its two-hundred day moving average price is $27.58. The firm has a market capitalization of $4.08 billion, a P/E ratio of 16.47 and a beta of 1.09. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $24.17 and a fifty-two week high of $30.28.

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.