Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Trademark Financial Management LLC

Trademark Financial Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 287.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,943 shares of the company’s stock after purchasing an additional 11,091 shares during the quarter. Trademark Financial Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $408,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. JPMorgan Chase & Co. grew its position in Schwab US Dividend Equity ETF by 7.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock worth $132,552,000 after purchasing an additional 104,855 shares during the last quarter. GAMMA Investing LLC boosted its stake in shares of 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 in the last quarter. Wilmington Savings Fund Society FSB acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $163,000. Tenon Financial LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 200.1% in the 4th quarter. Tenon Financial LLC now owns 15,121 shares of the company’s stock valued at $412,000 after purchasing an additional 10,082 shares in the last quarter. Finally, Summit Wealth & Retirement Planning Inc. increased 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 in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock opened at $27.79 on Friday. The firm has a market capitalization of $19.49 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 and a fifty-two week high of $29.72. The stock’s fifty day moving average is $27.74 and its two-hundred day moving average is $27.99.

Schwab US Dividend Equity ETF Profile

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.