Peak Financial Management Inc. Has $216,000 Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Peak Financial Management Inc. raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 200.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,905 shares of the company’s stock after purchasing an additional 5,270 shares during the quarter. Peak Financial Management Inc.’s holdings in Schwab US Dividend Equity ETF were worth $216,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of SCHD. LPL Financial LLC boosted its holdings in Schwab US Dividend Equity ETF by 3.1% during the 3rd quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock worth $974,748,000 after acquiring an additional 350,872 shares during the last quarter. Orgel Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 159.8% during the fourth 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 last quarter. Keystone Financial Planning Inc. grew its position in Schwab US Dividend Equity ETF by 188.6% in the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after purchasing an additional 3,506,729 shares in the last quarter. Commonwealth Equity Services LLC increased its stake in Schwab US Dividend Equity ETF by 7.5% in the 3rd quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after buying an additional 297,674 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its position in shares of Schwab US Dividend Equity ETF by 2.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock worth $306,788,000 after buying an additional 101,637 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.1 %

Shares of Schwab US Dividend Equity ETF stock opened at $28.07 on Monday. The business’s fifty day simple moving average is $28.10 and its 200 day simple moving average is $27.92. Schwab US Dividend Equity ETF has a 12 month low of $25.16 and a 12 month high of $29.72. The firm has a market capitalization of $19.69 billion, a P/E ratio of 15.04 and a beta of 0.74.

About Schwab US Dividend Equity ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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