Liberty Square Wealth Partners LLC Sells 18,957 Shares of Schwab U.S. Mid-Cap ETF $SCHM

Liberty Square Wealth Partners LLC lowered its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 28.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,873 shares of the company’s stock after selling 18,957 shares during the period. Liberty Square Wealth Partners LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $1,482,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Farther Finance Advisors LLC increased its position in shares of Schwab U.S. Mid-Cap ETF by 41.7% in the fourth quarter. Farther Finance Advisors LLC now owns 538,826 shares of the company’s stock valued at $16,202,000 after acquiring an additional 158,469 shares during the period. Fragasso Financial Advisors Inc boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 1.8% during the fourth quarter. Fragasso Financial Advisors Inc now owns 2,980,496 shares of the company’s stock worth $89,624,000 after purchasing an additional 52,432 shares during the period. Chicago Partners Investment Group LLC boosted its holdings in shares of Schwab U.S. Mid-Cap ETF by 10.8% during the fourth quarter. Chicago Partners Investment Group LLC now owns 951,922 shares of the company’s stock worth $30,528,000 after purchasing an additional 93,144 shares during the period. Dorato Capital Management bought a new stake in shares of Schwab U.S. Mid-Cap ETF in the fourth quarter worth about $2,361,000. Finally, Blue Square Asset Management LLC grew its stake in shares of Schwab U.S. Mid-Cap ETF by 28.0% in the fourth quarter. Blue Square Asset Management LLC now owns 305,958 shares of the company’s stock worth $9,200,000 after purchasing an additional 66,876 shares during the last quarter.

Schwab U.S. Mid-Cap ETF Price Performance

Shares of NYSEARCA:SCHM opened at $34.99 on Friday. The stock’s 50-day moving average is $35.40 and its 200 day moving average is $33.28. The company has a market cap of $14.58 billion, a PE ratio of 18.83 and a beta of 1.03. Schwab U.S. Mid-Cap ETF has a 1 year low of $27.76 and a 1 year high of $36.90.

About Schwab U.S. Mid-Cap ETF

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.