Capasso Planning Partners LLC Raises Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Capasso Planning Partners LLC raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 51,132 shares of the company’s stock after acquiring an additional 2,199 shares during the period. Schwab US Dividend Equity ETF makes up about 2.0% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 12th largest position. Capasso Planning Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,713,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. D.A. Davidson & CO. raised its holdings in shares of Schwab US Dividend Equity ETF by 3.2% in the second quarter. D.A. Davidson & CO. now owns 989,111 shares of the company’s stock worth $71,829,000 after buying an additional 30,432 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of Schwab US Dividend Equity ETF by 24.1% during the second quarter. JPMorgan Chase & Co. now owns 4,253,922 shares of the company’s stock valued at $308,920,000 after purchasing an additional 825,260 shares during the period. Osaic Holdings Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 1.4% in the second quarter. Osaic Holdings Inc. now owns 4,729,376 shares of the company’s stock worth $340,902,000 after purchasing an additional 64,803 shares during the last quarter. Bessemer Group Inc. lifted its holdings in Schwab US Dividend Equity ETF by 161.5% during the 2nd quarter. Bessemer Group Inc. now owns 27,905 shares of the company’s stock valued at $2,026,000 after buying an additional 17,235 shares in the last quarter. Finally, King Luther Capital Management Corp grew its stake in Schwab US Dividend Equity ETF by 0.9% in the 2nd quarter. King Luther Capital Management Corp now owns 29,211 shares of the company’s stock worth $2,121,000 after acquiring an additional 254 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA:SCHD traded down $0.22 during trading on Tuesday, reaching $71.27. 1,005,392 shares of the company were exchanged, compared to its average volume of 3,227,293. The firm has a market capitalization of $46.91 billion, a PE ratio of 14.38 and a beta of 0.88. The business’s fifty day simple moving average is $70.45 and its 200-day simple moving average is $71.91. Schwab US Dividend Equity ETF has a 12-month low of $66.67 and a 12-month high of $79.49.

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.