Waller Financial Planning Group Inc. Buys 454,012 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Waller Financial Planning Group Inc. grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 202.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 678,808 shares of the company’s stock after buying an additional 454,012 shares during the period. Schwab US Dividend Equity ETF accounts for 4.7% of Waller Financial Planning Group Inc.’s holdings, making the stock its 9th biggest position. Waller Financial Planning Group Inc. owned 0.10% of Schwab US Dividend Equity ETF worth $18,545,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Gravity Asset Management Inc. purchased a new position in Schwab US Dividend Equity ETF during the second quarter valued at approximately $25,000. Kennebec Savings Bank acquired a new stake in Schwab US Dividend Equity ETF in the third quarter valued at approximately $31,000. Legacy Investment Solutions LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $34,000. Barrett & Company Inc. purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at approximately $34,000. Finally, Cassady Schiller Wealth Management LLC purchased a new stake in Schwab US Dividend Equity ETF in the 3rd quarter worth $38,000.

Schwab US Dividend Equity ETF Stock Up 0.6 %

Shares of NYSEARCA SCHD traded up $0.16 during trading on Friday, hitting $27.42. The company had a trading volume of 5,925,439 shares, compared to its average volume of 11,087,658. Schwab US Dividend Equity ETF has a fifty-two week low of $24.97 and a fifty-two week high of $29.72. The firm has a market capitalization of $19.24 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The stock has a fifty day simple moving average of $28.40 and a two-hundred day simple moving average of $27.69.

About Schwab US Dividend Equity ETF

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.