Planned Solutions Inc. Takes $344,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Planned Solutions Inc. bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,525 shares of the company’s stock, valued at approximately $344,000.

Other institutional investors have also added to or reduced their stakes in the company. O Shaughnessy Asset Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 115.2% during the first quarter. O Shaughnessy Asset Management LLC now owns 353 shares of the company’s stock valued at $26,000 after acquiring an additional 189 shares in the last quarter. Raleigh Capital Management Inc. purchased a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth about $28,000. Howe & Rusling Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 209.8% during the 3rd quarter. Howe & Rusling Inc. now owns 508 shares of the company’s stock valued at $36,000 after purchasing an additional 344 shares in the last quarter. BlackRock Inc. increased its position in shares of Schwab US Dividend Equity ETF by 464.5% during the second quarter. BlackRock Inc. now owns 525 shares of the company’s stock valued at $38,000 after buying an additional 432 shares during the period. Finally, Carmel Capital Partners LLC purchased a new position in shares of Schwab US Dividend Equity ETF during the third quarter valued at about $39,000.

Schwab US Dividend Equity ETF Stock Up 1.7 %

NYSEARCA SCHD opened at $80.23 on Thursday. Schwab US Dividend Equity ETF has a twelve month low of $66.67 and a twelve month high of $80.23. The firm has a market capitalization of $52.81 billion, a PE ratio of 14.38 and a beta of 0.88. The stock’s 50 day moving average is $77.72 and its 200 day moving average is $74.22.

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.