Moneywise Inc. Purchases 11,090 Shares of Schwab U.S. Mid-Cap ETF (SCHM)

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Moneywise Inc. raised its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 213,278 shares of the company’s stock after buying an additional 11,090 shares during the quarter. Schwab U.S. Mid-Cap ETF accounts for about 9.7% of Moneywise Inc.’s portfolio, making the stock its 3rd largest position. Moneywise Inc. owned approximately 0.21% of Schwab U.S. Mid-Cap ETF worth $10,222,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Pflug Koory LLC bought a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $33,000. Lavaca Capital LLC bought a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $36,000. Capital Advisors Ltd. LLC bought a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $50,000. Vigilant Capital Management LLC bought a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $63,000. Finally, TCI Wealth Advisors Inc. bought a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter valued at approximately $82,000.

SCHM stock opened at $54.95 on Thursday. Schwab U.S. Mid-Cap ETF has a twelve month low of $44.97 and a twelve month high of $58.83.

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

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