Capital Advisors Ltd. LLC Increases Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Capital Advisors Ltd. LLC boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,734 shares of the company’s stock after acquiring an additional 7,156 shares during the period. Capital Advisors Ltd. LLC’s holdings in Schwab US Dividend Equity ETF were worth $293,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Sumitomo Life Insurance Co. increased its stake in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock valued at $732,722,000 after purchasing an additional 17,880,000 shares during the period. Wealthspire Advisors LLC increased its stake in Schwab US Dividend Equity ETF by 195.8% in the fourth quarter. Wealthspire Advisors LLC now owns 15,144,112 shares of the company’s stock valued at $413,737,000 after purchasing an additional 10,024,156 shares during the period. LPL Financial LLC increased its stake in 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 valued at $974,748,000 after purchasing an additional 350,872 shares during the period. Orgel Wealth Management LLC increased 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 purchasing an additional 6,804,908 shares during the period. Finally, Cassaday & Co Wealth Management LLC increased its stake in Schwab US Dividend Equity ETF by 210.2% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 5,755,912 shares of the company’s stock valued at $157,252,000 after purchasing an additional 3,900,238 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA SCHD opened at $28.26 on Tuesday. The firm has a market cap of $69.24 billion, a PE ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a one year low of $25.18 and a one year high of $29.72. The firm’s fifty day moving average is $27.69 and its two-hundred day moving average is $28.05.

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.