BerganKDV Wealth Management LLC Purchases 658 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

BerganKDV Wealth Management LLC grew its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMGet Rating) by 0.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 229,531 shares of the company’s stock after acquiring an additional 658 shares during the period. Schwab U.S. Mid-Cap ETF comprises 1.9% of BerganKDV Wealth Management LLC’s holdings, making the stock its 14th biggest position. BerganKDV Wealth Management LLC owned about 0.17% of Schwab U.S. Mid-Cap ETF worth $17,412,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Financial Engines Advisors L.L.C. lifted its holdings in Schwab U.S. Mid-Cap ETF by 12.7% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 10,106,335 shares of the company’s stock valued at $813,659,000 after purchasing an additional 1,135,730 shares in the last quarter. HighTower Advisors LLC lifted its stake in Schwab U.S. Mid-Cap ETF by 35.7% in the fourth quarter. HighTower Advisors LLC now owns 3,316,186 shares of the company’s stock worth $266,596,000 after acquiring an additional 873,149 shares during the last quarter. American Trust purchased a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter worth approximately $48,166,000. Advisory Alpha LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 38.0% during the first quarter. Advisory Alpha LLC now owns 1,257,408 shares of the company’s stock worth $95,392,000 after purchasing an additional 346,260 shares in the last quarter. Finally, Savant Capital LLC raised its holdings in Schwab U.S. Mid-Cap ETF by 4,151.3% during the fourth quarter. Savant Capital LLC now owns 287,643 shares of the company’s stock worth $23,135,000 after purchasing an additional 280,877 shares in the last quarter.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of Schwab U.S. Mid-Cap ETF stock traded up $0.22 during trading on Friday, reaching $69.22. The company’s stock had a trading volume of 266,353 shares, compared to its average volume of 558,611. The company has a 50-day moving average price of $65.82 and a two-hundred day moving average price of $70.51. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $60.53 and a fifty-two week high of $83.73.

Recommended Stories

Want to see what other hedge funds are holding SCHM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMGet Rating).

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

Receive News & Ratings for Schwab U.S. Mid-Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Mid-Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.