JFS Wealth Advisors LLC Has $127,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

JFS Wealth Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 4,644 shares of the company’s stock after purchasing an additional 3,096 shares during the quarter. JFS Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $127,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHD. Alpha Financial Partners LLC acquired a new stake in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $1,283,000. Blue Trust Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 73.5% during the third quarter. Blue Trust Inc. now owns 14,428 shares of the company’s stock worth $1,122,000 after buying an additional 6,113 shares during the last quarter. New Century Financial Group LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter worth approximately $466,000. Brown Lisle Cummings Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 17.3% during the third quarter. Brown Lisle Cummings Inc. now owns 2,545 shares of the company’s stock worth $215,000 after buying an additional 375 shares during the last quarter. Finally, Toth Financial Advisory Corp lifted its holdings in shares of Schwab US Dividend Equity ETF by 26.4% during the third quarter. Toth Financial Advisory Corp now owns 3,107 shares of the company’s stock worth $263,000 after buying an additional 649 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.2 %

Shares of SCHD stock opened at $27.79 on Tuesday. Schwab US Dividend Equity ETF has a 12 month low of $25.18 and a 12 month high of $29.72. The firm has a market cap of $68.09 billion, a PE ratio of 17.48 and a beta of 0.88. The stock has a 50 day moving average of $27.72 and a 200-day moving average of $28.00.

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.