Intergy Private Wealth LLC Purchases 644,781 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Intergy Private Wealth LLC increased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 208.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 953,962 shares of the company’s stock after purchasing an additional 644,781 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 9.7% of Intergy Private Wealth LLC’s portfolio, making the stock its 2nd largest position. Intergy Private Wealth LLC owned 0.14% of Schwab US Dividend Equity ETF worth $26,062,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of SCHD. AQR Capital Management LLC acquired a new stake in Schwab US Dividend Equity ETF during the 2nd quarter worth $879,000. Creekside Partners purchased a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at about $251,000. Sanctuary Advisors LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at about $22,878,000. Heritage Wealth Management Inc. purchased a new position in Schwab US Dividend Equity ETF during the 2nd quarter worth approximately $235,000. Finally, Anchor Investment Management LLC lifted its stake in Schwab US Dividend Equity ETF by 4.4% in the second quarter. Anchor Investment Management LLC now owns 38,089 shares of the company’s stock valued at $2,962,000 after buying an additional 1,610 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.98 on Friday. The firm’s fifty day simple moving average is $28.07 and its 200-day simple moving average is $27.94. Schwab US Dividend Equity ETF has a 12 month low of $25.16 and a 12 month high of $29.72. The stock has a market capitalization of $19.63 billion, a price-to-earnings 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.