Fi3 FINANCIAL ADVISORS LLC Has $270,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Fi3 FINANCIAL ADVISORS LLC boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,873 shares of the company’s stock after buying an additional 6,582 shares during the quarter. Fi3 FINANCIAL ADVISORS LLC’s holdings in Schwab US Dividend Equity ETF were worth $270,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHD. Prospera Private Wealth LLC purchased a new stake in Schwab US Dividend Equity ETF in the 3rd quarter valued at $73,000. Commerce Bank increased its position in shares of Schwab US Dividend Equity ETF by 5.1% during the 3rd quarter. Commerce Bank now owns 42,086 shares of the company’s stock valued at $3,558,000 after purchasing an additional 2,044 shares during the last quarter. Citizens Financial Group Inc. RI increased its position in shares of Schwab US Dividend Equity ETF by 33.7% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 85,964 shares of the company’s stock valued at $7,267,000 after purchasing an additional 21,651 shares during the last quarter. Trustmark National Bank Trust Department increased its position in shares of Schwab US Dividend Equity ETF by 12.8% during the 3rd quarter. Trustmark National Bank Trust Department now owns 15,741 shares of the company’s stock valued at $1,331,000 after purchasing an additional 1,791 shares during the last quarter. Finally, Concorde Asset Management LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $320,000.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.76 on Friday. Schwab US Dividend Equity ETF has a 1 year low of $25.18 and a 1 year high of $29.72. The firm has a market cap of $68.84 billion, a PE ratio of 17.56 and a beta of 0.86. The stock has a fifty day moving average price of $27.95 and a 200-day moving average price of $28.13.

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.