Wealth Enhancement Advisory Services LLC Has $11.63 Million Stake in Schwab U.S. Mid-Cap ETF (SCHM)

Share on StockTwits

Wealth Enhancement Advisory Services LLC grew its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 0.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 222,041 shares of the company’s stock after purchasing an additional 1,209 shares during the period. Schwab U.S. Mid-Cap ETF makes up about 0.7% of Wealth Enhancement Advisory Services LLC’s investment portfolio, making the stock its 25th largest position. Wealth Enhancement Advisory Services LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $11,626,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Pflug Koory LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $33,000. Lavaca Capital LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $36,000. Capital Advisors Ltd. LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $50,000. Vigilant Capital Management LLC purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $63,000. Finally, Oppenheimer Asset Management Inc. purchased a new stake in shares of Schwab U.S. Mid-Cap ETF during the fourth quarter valued at approximately $71,000.

SCHM opened at $53.91 on Friday. Schwab U.S. Mid-Cap ETF has a 52-week low of $44.97 and a 52-week high of $58.83.

ILLEGAL ACTIVITY NOTICE: “Wealth Enhancement Advisory Services LLC Has $11.63 Million Stake in Schwab U.S. Mid-Cap ETF (SCHM)” was originally posted by Macon Daily and is the sole property of of Macon Daily. If you are viewing this piece of content on another website, it was stolen and republished in violation of U.S. and international trademark and copyright law. The original version of this piece of content can be viewed at https://macondaily.com/2019/02/09/wealth-enhancement-advisory-services-llc-has-11-63-million-stake-in-schwab-u-s-mid-cap-etf-schm.html.

Further Reading: Convertible Shares

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:SCHM).

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.

Leave a Reply