West Financial Advisors LLC Has $182,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

West Financial Advisors LLC grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 98.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,644 shares of the company’s stock after purchasing an additional 3,291 shares during the quarter. West Financial Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $182,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in SCHD. JPMorgan Chase & Co. boosted its holdings in shares of 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 buying an additional 104,855 shares in the last quarter. GAMMA Investing LLC boosted its stake in Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after acquiring an additional 6,502 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new position in Schwab US Dividend Equity ETF during the third quarter worth $163,000. Synovus Financial Corp grew its holdings in Schwab US Dividend Equity ETF by 148.1% in the third quarter. Synovus Financial Corp now owns 42,517 shares of the company’s stock worth $3,594,000 after purchasing an additional 25,380 shares during the period. Finally, Anchor Investment Management LLC increased its stake in Schwab US Dividend Equity ETF by 1.1% in the third quarter. Anchor Investment Management LLC now owns 38,517 shares of the company’s stock valued at $3,256,000 after purchasing an additional 428 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $27.82 on Thursday. The company’s 50-day moving average is $28.23 and its 200-day moving average is $27.79. The stock has a market capitalization of $19.52 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 1 year low of $24.97 and a 1 year high of $29.72.

Schwab US Dividend Equity ETF Company 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.