WT Wealth Management Trims Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

WT Wealth Management decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,239 shares of the company’s stock after selling 470 shares during the period. WT Wealth Management’s holdings in Schwab US Dividend Equity ETF were worth $2,028,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Kennebec Savings Bank purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at approximately $31,000. Legacy Investment Solutions LLC purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at approximately $34,000. Cassady Schiller Wealth Management LLC purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at approximately $38,000. Phillips Financial Management LLC grew its stake in Schwab US Dividend Equity ETF by 144.8% during the third quarter. Phillips Financial Management LLC now owns 661 shares of the company’s stock valued at $56,000 after acquiring an additional 391 shares in the last quarter. Finally, Hobbs Group Advisors LLC bought a new stake in Schwab US Dividend Equity ETF during the third quarter valued at approximately $68,000.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $28.15 on Thursday. Schwab US Dividend Equity ETF has a 1 year low of $25.18 and a 1 year high of $29.72. The firm has a market cap of $68.97 billion, a PE ratio of 17.48 and a beta of 0.88. The company has a 50 day simple moving average of $27.73 and a two-hundred day simple moving average of $28.08.

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.