Legacy Wealth Management Inc Has $40.73 Million Position in Schwab U.S. Mid-Cap ETF (SCHM)

Legacy Wealth Management Inc increased its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 0.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 849,829 shares of the company’s stock after acquiring an additional 4,693 shares during the quarter. Schwab U.S. Mid-Cap ETF comprises approximately 9.0% of Legacy Wealth Management Inc’s holdings, making the stock its 4th biggest position. Legacy Wealth Management Inc owned about 0.85% of Schwab U.S. Mid-Cap ETF worth $40,732,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Optimum Investment Advisors increased its holdings in Schwab U.S. Mid-Cap ETF by 16.0% in the 4th quarter. Optimum Investment Advisors now owns 1,400 shares of the company’s stock worth $67,000 after acquiring an additional 193 shares in the last quarter. Heritage Way Advisors LLC increased its holdings in Schwab U.S. Mid-Cap ETF by 4.0% in the 4th quarter. Heritage Way Advisors LLC now owns 5,629 shares of the company’s stock worth $270,000 after acquiring an additional 214 shares in the last quarter. Bowling Portfolio Management LLC increased its holdings in Schwab U.S. Mid-Cap ETF by 2.2% in the 4th quarter. Bowling Portfolio Management LLC now owns 11,561 shares of the company’s stock worth $554,000 after acquiring an additional 253 shares in the last quarter. Fagan Associates Inc. increased its holdings in Schwab U.S. Mid-Cap ETF by 0.7% in the 4th quarter. Fagan Associates Inc. now owns 41,165 shares of the company’s stock worth $1,973,000 after acquiring an additional 294 shares in the last quarter. Finally, Bigelow Investment Advisors LLC increased its holdings in Schwab U.S. Mid-Cap ETF by 0.9% in the 4th quarter. Bigelow Investment Advisors LLC now owns 34,495 shares of the company’s stock worth $1,653,000 after acquiring an additional 300 shares in the last quarter.

SCHM stock traded up $0.15 during midday trading on Wednesday, hitting $54.90. The company’s stock had a trading volume of 500 shares, compared to its average volume of 564,971. Schwab U.S. Mid-Cap ETF has a 12 month low of $44.97 and a 12 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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