Liberty Square Wealth Partners LLC Sells 35,741 Shares of Schwab U.S. Mid-Cap ETF $SCHM

Liberty Square Wealth Partners LLC lessened its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 17.6% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 167,791 shares of the company’s stock after selling 35,741 shares during the quarter. Schwab U.S. Mid-Cap ETF makes up about 1.6% of Liberty Square Wealth Partners LLC’s holdings, making the stock its 12th largest position. Liberty Square Wealth Partners LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $4,707,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. EP Wealth Advisors LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 1.1% during the first quarter. EP Wealth Advisors LLC now owns 36,924 shares of the company’s stock valued at $967,000 after acquiring an additional 386 shares during the last quarter. Von Berge Wealth Management Group LLC increased its position in Schwab U.S. Mid-Cap ETF by 0.3% in the second quarter. Von Berge Wealth Management Group LLC now owns 116,818 shares of the company’s stock worth $3,376,000 after buying an additional 395 shares during the last quarter. Citizens Financial Group Inc. RI boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% in the first quarter. Citizens Financial Group Inc. RI now owns 135,348 shares of the company’s stock worth $3,546,000 after acquiring an additional 398 shares during the period. LifePlan Financial LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 2.3% in the second quarter. LifePlan Financial LLC now owns 21,228 shares of the company’s stock worth $595,000 after acquiring an additional 470 shares during the period. Finally, Alpha Omega Wealth Management LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 0.3% in the second quarter. Alpha Omega Wealth Management LLC now owns 144,463 shares of the company’s stock worth $4,052,000 after acquiring an additional 482 shares during the period.

Schwab U.S. Mid-Cap ETF Price Performance

Schwab U.S. Mid-Cap ETF stock opened at $29.49 on Monday. Schwab U.S. Mid-Cap ETF has a one year low of $22.41 and a one year high of $30.28. The business has a fifty day moving average price of $29.53 and a 200-day moving average price of $27.91. The firm has a market capitalization of $12.11 billion, a P/E ratio of 18.83 and a beta of 1.13.

Schwab U.S. Mid-Cap ETF Company Profile

The Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market cap-weighted index of mid-cap stocks in the Dow Jones US Total Stock Market Index. SCHM was launched on Jan 13, 2011 and is managed by Charles Schwab.