Marshall Financial Group Inc. ADV Grows Stock Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Marshall Financial Group Inc. ADV boosted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 18.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 155,564 shares of the company’s stock after buying an additional 24,668 shares during the period. Schwab U.S. Mid-Cap ETF makes up about 6.8% of Marshall Financial Group Inc. ADV’s investment portfolio, making the stock its 7th biggest position. Marshall Financial Group Inc. ADV owned approximately 0.14% of Schwab U.S. Mid-Cap ETF worth $8,881,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Financial Engines Advisors L.L.C. lifted its holdings in Schwab U.S. Mid-Cap ETF by 18.8% in the first quarter. Financial Engines Advisors L.L.C. now owns 2,474,878 shares of the company’s stock valued at $137,083,000 after buying an additional 391,542 shares during the period. SVA Plumb Wealth Management LLC lifted its holdings in Schwab U.S. Mid-Cap ETF by 0.6% in the first quarter. SVA Plumb Wealth Management LLC now owns 1,613,275 shares of the company’s stock valued at $89,359,000 after buying an additional 10,289 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in Schwab U.S. Mid-Cap ETF by 11.2% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 1,032,527 shares of the company’s stock valued at $57,192,000 after buying an additional 104,295 shares during the period. Financial Management Professionals Inc. lifted its holdings in Schwab U.S. Mid-Cap ETF by 997,975.5% in the first quarter. Financial Management Professionals Inc. now owns 1,018,037 shares of the company’s stock valued at $56,389,000 after buying an additional 1,017,935 shares during the period. Finally, Legacy Wealth Management Inc lifted its holdings in Schwab U.S. Mid-Cap ETF by 6.2% in the second quarter. Legacy Wealth Management Inc now owns 985,907 shares of the company’s stock valued at $56,285,000 after buying an additional 57,835 shares during the period.

Shares of NYSEARCA SCHM opened at $56.66 on Friday. The firm has a 50 day simple moving average of $57.36. Schwab U.S. Mid-Cap ETF has a fifty-two week low of $44.97 and a fifty-two week 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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