Opes Wealth Management LLC Takes Position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Opes Wealth Management LLC bought a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 13,252 shares of the company’s stock, valued at approximately $734,000. Schwab U.S. Mid-Cap ETF makes up 0.5% of Opes Wealth Management LLC’s portfolio, making the stock its 25th largest position.

A number of other institutional investors have also modified their holdings of SCHM. Chicago Partners Investment Group LLC raised its position in shares of Schwab U.S. Mid-Cap ETF by 2.8% in the 1st quarter. Chicago Partners Investment Group LLC now owns 6,590 shares of the company’s stock valued at $374,000 after purchasing an additional 178 shares during the last quarter. FTB Advisors Inc. raised its position in shares of Schwab U.S. Mid-Cap ETF by 16.5% in the 1st quarter. FTB Advisors Inc. now owns 1,271 shares of the company’s stock valued at $70,000 after purchasing an additional 180 shares during the last quarter. Wealthcare Advisory Partners LLC raised its position in Schwab U.S. Mid-Cap ETF by 2.5% during the 4th quarter. Wealthcare Advisory Partners LLC now owns 7,833 shares of the company’s stock worth $375,000 after buying an additional 188 shares during the last quarter. Optimum Investment Advisors raised its position in Schwab U.S. Mid-Cap ETF by 16.0% during the 4th quarter. Optimum Investment Advisors now owns 1,400 shares of the company’s stock worth $67,000 after buying an additional 193 shares during the last quarter. Finally, Capital Investment Advisory Services LLC raised its position in Schwab U.S. Mid-Cap ETF by 24.2% during the 1st quarter. Capital Investment Advisory Services LLC now owns 1,032 shares of the company’s stock worth $57,000 after buying an additional 201 shares during the last quarter.

SCHM traded up $0.26 during trading on Friday, reaching $54.67. 5,274 shares of the company’s stock were exchanged, compared to its average volume of 440,898. Schwab U.S. Mid-Cap ETF has a 1 year low of $44.97 and a 1 year 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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