Congress Wealth Management LLC DE Purchases New Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Congress Wealth Management LLC DE acquired a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHMGet Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 109,468 shares of the company’s stock, valued at approximately $8,805,000.

A number of other large investors have also bought and sold shares of the stock. Strategic Asset Management LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the third quarter worth approximately $26,000. EPG Wealth Management LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF in the third quarter worth approximately $28,000. Bessemer Group Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth approximately $53,000. Wealth Quarterback LLC lifted its stake in shares of Schwab U.S. Mid-Cap ETF by 1,081.7% in the third quarter. Wealth Quarterback LLC now owns 11,770 shares of the company’s stock worth $57,000 after buying an additional 10,774 shares in the last quarter. Finally, McClarren Financial Advisors Inc. bought a new position in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth approximately $100,000.

SCHM traded down $0.15 during mid-day trading on Monday, reaching $74.34. 2,500 shares of the company traded hands, compared to its average volume of 445,651. Schwab U.S. Mid-Cap ETF has a 52-week low of $69.78 and a 52-week high of $83.73. The stock’s fifty day moving average is $74.60.

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

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