Wealth Effects LLC Boosts Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Wealth Effects LLC raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 198.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,314 shares of the company’s stock after purchasing an additional 9,523 shares during the period. Wealth Effects LLC’s holdings in Schwab US Dividend Equity ETF were worth $391,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Colorado Capital Management Inc. raised its holdings in Schwab US Dividend Equity ETF by 1.1% during the 3rd quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock valued at $980,000 after acquiring an additional 121 shares during the period. Ascent Group LLC grew its position in shares of Schwab US Dividend Equity ETF by 1.2% in the second quarter. Ascent Group LLC now owns 12,091 shares of the company’s stock valued at $940,000 after purchasing an additional 145 shares in the last quarter. Sunflower Bank N.A. raised its stake in shares of Schwab US Dividend Equity ETF by 4.2% during the 3rd quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after purchasing an additional 185 shares during the period. Sound Income Strategies LLC lifted its holdings in Schwab US Dividend Equity ETF by 12.5% during the 3rd quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after purchasing an additional 191 shares in the last quarter. Finally, waypoint wealth counsel lifted its holdings in Schwab US Dividend Equity ETF by 0.9% during the 3rd quarter. waypoint wealth counsel now owns 24,844 shares of the company’s stock worth $2,100,000 after purchasing an additional 215 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 1.4 %

SCHD stock opened at $28.45 on Tuesday. The stock has a 50-day simple moving average of $28.10 and a two-hundred day simple moving average of $27.92. Schwab US Dividend Equity ETF has a twelve month low of $25.16 and a twelve month high of $29.72. The firm has a market capitalization of $19.96 billion, a PE ratio of 15.04 and a beta of 0.74.

Schwab US Dividend Equity ETF Company Profile

The Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is managed by Schwab.