OMNI 360 Wealth Inc. Has $2.07 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

OMNI 360 Wealth Inc. increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 25,628 shares of the company’s stock after purchasing an additional 1,196 shares during the quarter. Schwab US Dividend Equity ETF makes up 1.7% of OMNI 360 Wealth Inc.’s investment portfolio, making the stock its 15th largest holding. OMNI 360 Wealth Inc.’s holdings in Schwab US Dividend Equity ETF were worth $2,066,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. KFG Wealth Management LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth approximately $329,000. Evolution Wealth Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 6.9% during the first quarter. Evolution Wealth Advisors LLC now owns 66,447 shares of the company’s stock worth $5,358,000 after buying an additional 4,277 shares during the last quarter. Carret Asset Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 21.9% during the first quarter. Carret Asset Management LLC now owns 4,762 shares of the company’s stock worth $384,000 after buying an additional 855 shares during the last quarter. Kiley Juergens Wealth Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 8.4% during the first quarter. Kiley Juergens Wealth Management LLC now owns 140,909 shares of the company’s stock worth $11,361,000 after buying an additional 10,932 shares during the last quarter. Finally, SeaCrest Wealth Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 19.0% during the first quarter. SeaCrest Wealth Management LLC now owns 39,542 shares of the company’s stock worth $3,188,000 after buying an additional 6,316 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.3 %

Shares of SCHD stock traded down $0.27 during trading hours on Wednesday, reaching $77.18. 2,056,329 shares of the company’s stock were exchanged, compared to its average volume of 3,308,233. The stock has a market capitalization of $54.14 billion, a P/E ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a fifty-two week low of $66.67 and a fifty-two week high of $80.82. The business has a fifty day moving average price of $78.10 and a 200-day moving average price of $77.65.

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.