BCGM Wealth Management LLC Increases Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

BCGM Wealth Management LLC lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 197.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 91,999 shares of the company’s stock after buying an additional 61,066 shares during the period. BCGM Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,513,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Sumitomo Life Insurance Co. raised its position in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after acquiring an additional 17,880,000 shares during the period. Wealthspire Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 195.8% in the 4th quarter. Wealthspire Advisors LLC now owns 15,144,112 shares of the company’s stock worth $413,737,000 after purchasing an additional 10,024,156 shares during the period. Orgel Wealth Management LLC raised its holdings in Schwab US Dividend Equity ETF by 159.8% in the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after purchasing an additional 6,804,908 shares during the period. Cassaday & Co Wealth Management LLC lifted its position in Schwab US Dividend Equity ETF by 210.2% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 5,755,912 shares of the company’s stock valued at $157,252,000 after purchasing an additional 3,900,238 shares in the last quarter. Finally, Strategic Financial Concepts LLC increased its position in Schwab US Dividend Equity ETF by 9,346.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 3,576,526 shares of the company’s stock worth $97,711,000 after buying an additional 3,538,664 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.4 %

NYSEARCA SCHD opened at $28.21 on Monday. Schwab US Dividend Equity ETF has a 52 week low of $25.18 and a 52 week high of $29.72. The company has a market capitalization of $69.11 billion, a P/E ratio of 17.48 and a beta of 0.88. The stock’s 50-day moving average price is $27.69 and its 200-day moving average price is $28.05.

About Schwab US Dividend Equity ETF

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.