Liberty Square Wealth Partners LLC lowered its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 42.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 66,830 shares of the company’s stock after selling 50,272 shares during the quarter. Schwab U.S. Mid-Cap ETF makes up 0.6% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 24th biggest position. Liberty Square Wealth Partners LLC’s holdings in Schwab U.S. Mid-Cap ETF were worth $2,010,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. Fifth Third Bancorp bought a new stake in shares of Schwab U.S. Mid-Cap ETF in the 3rd quarter valued at about $30,000. Accredited Wealth Management LLC increased its holdings in shares of Schwab U.S. Mid-Cap ETF by 100.0% in the 3rd quarter. Accredited Wealth Management LLC now owns 1,004 shares of the company’s stock valued at $30,000 after acquiring an additional 502 shares during the period. Kingdom Financial Group LLC. purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $31,000. Ransom Advisory Ltd purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $32,000. Finally, International Assets Investment Management LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF in the 4th quarter valued at $36,000.
Schwab U.S. Mid-Cap ETF Trading Down 2.6%
Shares of NYSEARCA:SCHM opened at $34.83 on Friday. Schwab U.S. Mid-Cap ETF has a 12-month low of $27.05 and a 12-month high of $35.85. The business’s fifty day simple moving average is $33.60 and its 200-day simple moving average is $32.06. The company has a market capitalization of $14.63 billion, a PE ratio of 18.83 and a beta of 1.04.
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.
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