Olistico Wealth LLC Increases Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Olistico Wealth LLC boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 292.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 78,996 shares of the company’s stock after purchasing an additional 58,882 shares during the period. Schwab US Dividend Equity ETF comprises 1.2% of Olistico Wealth LLC’s portfolio, making the stock its 17th biggest holding. Olistico Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,093,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Kingstone Capital Partners Texas LLC purchased a new position in Schwab US Dividend Equity ETF in the second quarter worth about $1,031,129,000. LPL Financial LLC lifted its position in shares of Schwab US Dividend Equity ETF by 6.8% during the 1st quarter. LPL Financial LLC now owns 38,785,482 shares of the company’s stock valued at $1,084,442,000 after buying an additional 2,470,706 shares in the last quarter. Wealthspire Advisors LLC lifted its position in shares of Schwab US Dividend Equity ETF by 95.2% during the 1st quarter. Wealthspire Advisors LLC now owns 29,554,836 shares of the company’s stock valued at $826,353,000 after buying an additional 14,410,724 shares in the last quarter. Avantax Advisory Services Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 6.3% during the 1st quarter. Avantax Advisory Services Inc. now owns 27,640,926 shares of the company’s stock valued at $772,840,000 after buying an additional 1,637,300 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 0.7% during the 1st quarter. Ameriprise Financial Inc. now owns 17,539,875 shares of the company’s stock valued at $491,196,000 after buying an additional 113,330 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

SCHD stock opened at $27.41 on Friday. Schwab US Dividend Equity ETF has a twelve month low of $23.87 and a twelve month high of $29.72. The stock has a market cap of $71.87 billion, a P/E ratio of 14.57 and a beta of 0.88. The business’s 50-day moving average price is $27.33 and its 200-day moving average price is $26.76.

Schwab US Dividend Equity ETF 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.