Concord Wealth Partners Grows Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Concord Wealth Partners boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 187.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 165,512 shares of the company’s stock after purchasing an additional 107,876 shares during the period. Concord Wealth Partners’ holdings in Schwab US Dividend Equity ETF were worth $4,522,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHD. Central Pacific Bank Trust Division increased its position in Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock valued at $25,000 after acquiring an additional 604 shares during the last quarter. Hoese & Co LLP purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $26,000. IFS Advisors LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 184.4% in the fourth quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after buying an additional 699 shares during the last quarter. Kennebec Savings Bank bought a new stake in Schwab US Dividend Equity ETF during the third quarter valued at approximately $31,000. Finally, Olistico Wealth LLC increased its holdings in Schwab US Dividend Equity ETF by 202.2% during the fourth quarter. Olistico Wealth LLC now owns 1,118 shares of the company’s stock valued at $31,000 after buying an additional 748 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $27.83 on Friday. The firm has a market capitalization of $19.52 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The business has a fifty day moving average price of $28.05 and a 200-day moving average price of $27.94. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72.

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.