Morton Brown Family Wealth LLC Has $31,000 Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Morton Brown Family Wealth LLC grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 1,152 shares of the company’s stock after acquiring an additional 768 shares during the quarter. Morton Brown Family Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $31,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Sumitomo Life Insurance Co. increased its holdings in Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after purchasing an additional 17,880,000 shares in the last quarter. Orgel Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF by 159.8% in the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after buying an additional 6,804,908 shares during the period. Strategic Financial Concepts LLC lifted its position in shares of Schwab US Dividend Equity ETF by 9,346.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 3,576,526 shares of the company’s stock valued at $97,711,000 after acquiring an additional 3,538,664 shares during the period. Keystone Financial Planning Inc. boosted its position in shares of Schwab US Dividend Equity ETF by 188.6% during the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after purchasing an additional 3,506,729 shares in the last quarter. Finally, HHM Wealth Advisors LLC boosted its position in shares of Schwab US Dividend Equity ETF by 207.3% during the fourth quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock valued at $133,119,000 after buying an additional 3,286,917 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

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

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.