One Day In July LLC Boosts Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

One Day In July LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 317.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,722 shares of the company’s stock after purchasing an additional 26,407 shares during the quarter. One Day In July LLC’s holdings in Schwab US Dividend Equity ETF were worth $949,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Aspen Investment Management Inc raised its position in Schwab US Dividend Equity ETF by 191.0% in the fourth quarter. Aspen Investment Management Inc now owns 14,840 shares of the company’s stock valued at $405,000 after purchasing an additional 9,740 shares during the period. Forte Capital LLC ADV raised its position in Schwab US Dividend Equity ETF by 179.3% in the fourth quarter. Forte Capital LLC ADV now owns 8,982 shares of the company’s stock valued at $245,000 after purchasing an additional 5,766 shares during the period. Zullo Investment Group Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 176.9% in the 4th quarter. Zullo Investment Group Inc. now owns 92,010 shares of the company’s stock valued at $2,514,000 after buying an additional 58,776 shares during the period. Boston Financial Mangement LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 198.6% in the 4th quarter. Boston Financial Mangement LLC now owns 173,627 shares of the company’s stock valued at $4,743,000 after buying an additional 115,485 shares during the period. Finally, Concurrent Investment Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 267.7% in the 4th quarter. Concurrent Investment Advisors LLC now owns 187,235 shares of the company’s stock valued at $5,115,000 after buying an additional 136,321 shares during the period.

Schwab US Dividend Equity ETF Trading Up 0.5 %

SCHD stock opened at $28.32 on Friday. The company has a market capitalization of $69.38 billion, a PE ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12-month low of $25.18 and a 12-month high of $29.72. The business’s fifty day moving average price is $27.69 and its 200 day moving average price is $28.02.

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.