Capasso Planning Partners LLC Has $2.25 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Capasso Planning Partners LLC cut its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 17.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 84,816 shares of the company’s stock after selling 18,397 shares during the quarter. Schwab US Dividend Equity ETF comprises 1.3% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 14th largest holding. Capasso Planning Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,248,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Kozak & Associates Inc. grew its position in Schwab US Dividend Equity ETF by 476.1% in the 2nd quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after purchasing an additional 938 shares during the last quarter. PrairieView Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 57.3% in the second quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock valued at $33,000 after buying an additional 467 shares during the period. Financial Management Professionals Inc. grew its position in 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 worth $34,000 after buying an additional 907 shares in the last quarter. Vaughan Nelson Investment Management L.P. acquired a new stake in Schwab US Dividend Equity ETF during the second quarter worth about $39,000. Finally, MTM Investment Management LLC bought a new position in Schwab US Dividend Equity ETF during the first quarter valued at about $40,000.

Schwab US Dividend Equity ETF Trading Up 0.8%

SCHD opened at $26.72 on Friday. The stock has a market cap of $69.09 billion, a PE ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $29.72. The stock’s 50 day simple moving average is $27.14 and its 200-day simple moving average is $26.85.

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.