Heritage Wealth Partners LLC Boosts Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Heritage Wealth Partners LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 202.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,075 shares of the company’s stock after acquiring an additional 8,757 shares during the quarter. Heritage Wealth Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $357,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Central Pacific Bank Trust Division raised its position in Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock worth $25,000 after purchasing an additional 604 shares during the period. Kennebec Savings Bank bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $31,000. Barrett & Company Inc. purchased a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at $34,000. Legacy Investment Solutions LLC bought a new position in Schwab US Dividend Equity ETF in the 3rd quarter valued at $34,000. Finally, Cassady Schiller Wealth Management LLC purchased a new stake in Schwab US Dividend Equity ETF in the third quarter worth $38,000.

Schwab US Dividend Equity ETF Stock Up 1.1 %

SCHD stock traded up $0.29 during trading on Monday, hitting $27.30. The company had a trading volume of 17,775,779 shares, compared to its average volume of 17,134,141. Schwab US Dividend Equity ETF has a 52-week low of $24.97 and a 52-week high of $29.72. The company has a 50 day simple moving average of $28.29 and a 200-day simple moving average of $27.77. The firm has a market capitalization of $19.15 billion, a P/E ratio of 15.04 and a beta of 0.74.

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.