Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Valued Retirements Inc.

Valued Retirements Inc. grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 14,319 shares of the company’s stock after purchasing an additional 9,546 shares during the period. Valued Retirements Inc.’s holdings in Schwab US Dividend Equity ETF were worth $391,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Legacy Investment Solutions LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $34,000. Cassady Schiller Wealth Management LLC acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $38,000. Phillips Financial Management LLC grew its holdings 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 worth $56,000 after acquiring an additional 391 shares during the period. Hobbs Group Advisors LLC acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $68,000. Finally, Prospera Private Wealth LLC acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $73,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $27.64 on Monday. The business’s fifty day moving average price is $27.89 and its 200 day moving average price is $28.13. 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 capitalization of $68.55 billion, a PE ratio of 17.56 and a beta of 0.86.

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.