Muirfield Wealth Advisors LLC Invests $2.04 Million in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Muirfield Wealth Advisors LLC acquired a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 26,820 shares of the company’s stock, valued at approximately $2,042,000. Schwab US Dividend Equity ETF comprises approximately 2.2% of Muirfield Wealth Advisors LLC’s portfolio, making the stock its 12th largest position.

A number of other institutional investors have also recently bought and sold shares of the business. AMG National Trust Bank raised its holdings in shares of Schwab US Dividend Equity ETF by 0.3% in the fourth quarter. AMG National Trust Bank now owns 47,802 shares of the company’s stock valued at $3,639,000 after buying an additional 130 shares during the last quarter. Bogart Wealth LLC raised its holdings in 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 during the last quarter. Grey Street Capital LLC raised its holdings in 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 during the last quarter. Zullo Investment Group Inc. raised its holdings in 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 during the last quarter. Finally, StrategIQ Financial Group LLC raised its holdings in Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. StrategIQ Financial Group LLC now owns 14,156 shares of the company’s stock worth $1,078,000 after purchasing an additional 145 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.5 %

Shares of SCHD traded up $0.42 on Monday, hitting $77.21. The company’s stock had a trading volume of 2,652,930 shares, compared to its average volume of 3,330,281. Schwab US Dividend Equity ETF has a fifty-two week low of $66.67 and a fifty-two week high of $80.82. The firm has a market capitalization of $54.16 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The firm’s fifty day moving average price is $77.98 and its 200-day moving average price is $77.28.

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.