Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Nadler Financial Group Inc.

Nadler Financial Group Inc. boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 361,428 shares of the company’s stock after purchasing an additional 4,625 shares during the quarter. Schwab US Dividend Equity ETF makes up about 3.3% of Nadler Financial Group Inc.’s investment portfolio, making the stock its 13th largest holding. Nadler Financial Group Inc. owned about 0.05% of Schwab US Dividend Equity ETF worth $28,105,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Traynor Capital Management Inc. boosted its position in Schwab US Dividend Equity ETF by 53.6% during the 1st quarter. Traynor Capital Management Inc. now owns 6,140 shares of the company’s stock valued at $495,000 after purchasing an additional 2,142 shares during the period. Concurrent Investment Advisors LLC grew its position in shares of Schwab US Dividend Equity ETF by 332.8% during the first quarter. Concurrent Investment Advisors LLC now owns 19,005 shares of the company’s stock worth $1,532,000 after acquiring an additional 14,614 shares during the last quarter. Tidal Investments LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter worth about $310,000. Apexium Financial LP lifted its position in Schwab US Dividend Equity ETF by 27.0% in the 4th quarter. Apexium Financial LP now owns 287,086 shares of the company’s stock valued at $21,856,000 after purchasing an additional 60,972 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC boosted its stake in Schwab US Dividend Equity ETF by 576.5% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 11,859 shares of the company’s stock valued at $956,000 after purchasing an additional 10,106 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD traded down $0.24 during trading hours on Tuesday, hitting $82.20. The stock had a trading volume of 2,346,430 shares, compared to its average volume of 3,251,217. The stock’s fifty day simple moving average is $79.43 and its 200 day simple moving average is $78.60. The firm has a market capitalization of $57.66 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 1-year low of $66.67 and a 1-year high of $83.19.

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.