WESPAC Advisors SoCal LLC Has $233,000 Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

WESPAC Advisors SoCal LLC grew its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 9.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,895 shares of the company’s stock after acquiring an additional 250 shares during the quarter. WESPAC Advisors SoCal LLC’s holdings in Schwab US Dividend Equity ETF were worth $233,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. AMG National Trust Bank boosted its position in Schwab US Dividend Equity ETF by 0.3% during the 4th quarter. AMG National Trust Bank now owns 47,802 shares of the company’s stock worth $3,639,000 after acquiring an additional 130 shares during the last quarter. SOA Wealth Advisors LLC. raised its stake in shares of Schwab US Dividend Equity ETF by 1.0% during the 1st quarter. SOA Wealth Advisors LLC. now owns 13,177 shares of the company’s stock worth $1,062,000 after purchasing an additional 133 shares in the last quarter. Bogart Wealth LLC raised its stake in shares of Schwab US Dividend Equity ETF by 2.9% during the 4th quarter. Bogart Wealth LLC now owns 4,784 shares of the company’s stock worth $364,000 after purchasing an additional 135 shares in the last quarter. Grey Street Capital LLC raised its stake in shares of Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock worth $1,035,000 after purchasing an additional 136 shares in the last quarter. Finally, Zullo Investment Group Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 0.5% during the 4th quarter. Zullo Investment Group Inc. now owns 32,014 shares of the company’s stock worth $2,437,000 after purchasing an additional 144 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.5 %

Shares of Schwab US Dividend Equity ETF stock traded down $0.35 on Monday, reaching $77.41. 5,535,356 shares of the company were exchanged, compared to its average volume of 3,322,899. Schwab US Dividend Equity ETF has a one year low of $66.67 and a one year high of $80.82. The company has a market capitalization of $54.30 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company has a 50-day moving average of $78.12 and a 200 day moving average of $77.64.

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.