Juncture Wealth Strategies LLC Acquires 245,583 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Juncture Wealth Strategies LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 224.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 354,989 shares of the company’s stock after purchasing an additional 245,583 shares during the period. Schwab US Dividend Equity ETF makes up 3.6% of Juncture Wealth Strategies LLC’s portfolio, making the stock its 5th biggest position. Juncture Wealth Strategies LLC owned about 0.05% of Schwab US Dividend Equity ETF worth $9,698,000 as of its most recent SEC filing.

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

Schwab US Dividend Equity ETF Stock Down 0.1 %

Shares of Schwab US Dividend Equity ETF stock opened at $28.07 on Friday. Schwab US Dividend Equity ETF has a 12-month low of $25.16 and a 12-month high of $29.72. The stock has a market capitalization of $19.69 billion, a P/E ratio of 15.04 and a beta of 0.74. The company has a 50-day simple moving average of $28.10 and a 200 day simple moving average of $27.90.

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.