Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 237.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,843 shares of the company’s stock after acquiring an additional 35,790 shares during the period. Joel Isaacson & Co. LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,389,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in the company. Kennebec Savings Bank acquired a new stake in Schwab US Dividend Equity ETF during the 3rd quarter worth $31,000. Legacy Investment Solutions LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the third quarter worth about $34,000. Barrett & Company Inc. acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth about $34,000. Cassady Schiller Wealth Management LLC purchased a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at about $38,000. Finally, Phillips Financial Management LLC raised its holdings in Schwab US Dividend Equity ETF by 144.8% in the 3rd quarter. Phillips Financial Management LLC now owns 661 shares of the company’s stock valued at $56,000 after acquiring an additional 391 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $27.56 on Friday. The firm has a market capitalization of $19.33 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company’s 50 day simple moving average is $27.89 and its two-hundred day simple moving average is $27.97. Schwab US Dividend Equity ETF has a 1-year low of $25.16 and a 1-year high of $29.72.

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.

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

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