HMV Wealth Advisors LLC Acquires New Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

HMV Wealth Advisors LLC acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 9,427 shares of the company’s stock, valued at approximately $258,000.

Other large investors have also bought and sold shares of the company. JPMorgan Chase & Co. lifted its holdings in Schwab US Dividend Equity ETF by 7.2% in the third quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock valued at $132,552,000 after buying an additional 104,855 shares during the period. GAMMA Investing LLC lifted its holdings in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock valued at $266,000 after buying an additional 6,502 shares during the period. Wilmington Savings Fund Society FSB acquired a new position in Schwab US Dividend Equity ETF in the third quarter valued at approximately $163,000. Tenon Financial LLC lifted its holdings in Schwab US Dividend Equity ETF by 200.1% in the fourth quarter. Tenon Financial LLC now owns 15,121 shares of the company’s stock valued at $412,000 after buying an additional 10,082 shares during the period. Finally, Summit Wealth & Retirement Planning Inc. lifted its holdings in Schwab US Dividend Equity ETF by 195.0% in the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 26,180 shares of the company’s stock valued at $715,000 after buying an additional 17,305 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA SCHD opened at $27.64 on Friday. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 and a fifty-two week high of $29.72. The firm has a market capitalization of $68.55 billion, a P/E ratio of 17.56 and a beta of 0.86. The company’s 50 day simple moving average is $27.89 and its 200 day simple moving average is $28.13.

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.