Schwab US Dividend Equity ETF $SCHD Shares Acquired by Beacon Financial Advisory LLC

Beacon Financial Advisory LLC grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 27.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,703 shares of the company’s stock after purchasing an additional 6,036 shares during the period. Beacon Financial Advisory LLC’s holdings in Schwab US Dividend Equity ETF were worth $734,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of SCHD. Brighton Jones LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 404.6% in the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after buying an additional 51,696 shares in the last quarter. Bison Wealth LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 234.4% in the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after buying an additional 309,400 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 2,394.1% in the first quarter. GAMMA Investing LLC now owns 243,252 shares of the company’s stock valued at $6,801,000 after buying an additional 233,499 shares in the last quarter. Finally, Magnus Financial Group LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 4.8% in the first quarter. Magnus Financial Group LLC now owns 23,640 shares of the company’s stock valued at $661,000 after buying an additional 1,074 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $27.41 on Friday. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $29.72. The company has a market cap of $71.87 billion, a PE ratio of 14.57 and a beta of 0.88. The stock’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.