Successful Portfolios LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 198.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,070 shares of the company’s stock after buying an additional 10,022 shares during the quarter. Successful Portfolios LLC’s holdings in Schwab US Dividend Equity ETF were worth $412,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds have also recently added to or reduced their stakes in the company. LPL Financial LLC boosted its position in shares of Schwab US Dividend Equity ETF by 3.1% in the third quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock worth $974,748,000 after acquiring an additional 350,872 shares during the last quarter. Orgel Wealth Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 159.8% in the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after purchasing an additional 6,804,908 shares during the last quarter. Keystone Financial Planning Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 188.6% in the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after purchasing an additional 3,506,729 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in shares of Schwab US Dividend Equity ETF by 7.5% during the 3rd quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after buying an additional 297,674 shares during the period. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 2.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock worth $306,788,000 after buying an additional 101,637 shares during the last quarter.
Schwab US Dividend Equity ETF Trading Up 0.6 %
Shares of SCHD opened at $27.99 on Monday. The stock’s fifty day simple moving average is $28.19 and its 200 day simple moving average is $27.84. Schwab US Dividend Equity ETF has a twelve month low of $25.03 and a twelve month high of $29.72. The firm has a market capitalization of $19.63 billion, a P/E ratio of 15.04 and a beta of 0.74.
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.
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