Total Wealth Planning LLC Sells 274 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Total Wealth Planning LLC trimmed its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 6.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,964 shares of the company’s stock after selling 274 shares during the quarter. Total Wealth Planning LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $299,000 as of its most recent filing with the SEC.

A number of other large investors have also bought and sold shares of SCHM. AE Wealth Management LLC increased its stake in Schwab U.S. Mid-Cap ETF by 54.7% during the 3rd quarter. AE Wealth Management LLC now owns 11,510 shares of the company’s stock worth $779,000 after purchasing an additional 4,068 shares in the last quarter. UMB Bank n.a. increased its stake in Schwab U.S. Mid-Cap ETF by 1,791.4% during the 3rd quarter. UMB Bank n.a. now owns 8,341 shares of the company’s stock worth $565,000 after purchasing an additional 7,900 shares in the last quarter. Bfsg LLC increased its stake in Schwab U.S. Mid-Cap ETF by 3.3% during the 3rd quarter. Bfsg LLC now owns 19,665 shares of the company’s stock worth $1,331,000 after purchasing an additional 619 shares in the last quarter. Capital Planning LLC increased its stake in Schwab U.S. Mid-Cap ETF by 7.2% during the 3rd quarter. Capital Planning LLC now owns 13,220 shares of the company’s stock worth $895,000 after purchasing an additional 888 shares in the last quarter. Finally, Newton One Investments LLC increased its stake in Schwab U.S. Mid-Cap ETF by 1.5% during the 3rd quarter. Newton One Investments LLC now owns 217,434 shares of the company’s stock worth $14,716,000 after purchasing an additional 3,248 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

NYSEARCA SCHM traded up $0.33 during trading hours on Friday, reaching $77.33. 201,087 shares of the company’s stock were exchanged, compared to its average volume of 317,755. The company’s 50-day moving average is $78.50 and its two-hundred day moving average is $73.75. Schwab U.S. Mid-Cap ETF has a one year low of $62.87 and a one year high of $81.74. The company has a market capitalization of $11.06 billion, a price-to-earnings ratio of 16.71 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.