Roundview Capital LLC Sells 4,776 Shares of Schwab US Dividend Equity ETF $SCHD

Roundview Capital LLC trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 136,147 shares of the company’s stock after selling 4,776 shares during the period. Roundview Capital LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,608,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of SCHD. Opal Wealth Advisors LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the first quarter valued at about $27,000. Kozak & Associates Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 476.1% during the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock valued at $31,000 after buying an additional 938 shares during the last quarter. Financial Management Professionals Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 241.9% during the second quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock valued at $34,000 after buying an additional 907 shares during the last quarter. Cooksen Wealth LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the first quarter valued at about $38,000. Finally, Optimum Investment Advisors lifted its position in shares of Schwab US Dividend Equity ETF by 57.6% during the first quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock valued at $39,000 after buying an additional 505 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

SCHD stock opened at $27.34 on Tuesday. The firm has a market cap of $71.64 billion, a price-to-earnings ratio of 14.57 and a beta of 0.88. The firm has a 50-day simple moving average of $27.33 and a two-hundred day simple moving average of $26.75. Schwab US Dividend Equity ETF has a one year low of $23.87 and a one year high of $29.72.

About Schwab US Dividend Equity ETF

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.