Personal CFO Solutions LLC Purchases New Stake in Schwab US Dividend Equity ETF $SCHD

Personal CFO Solutions LLC purchased a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 195,867 shares of the company’s stock, valued at approximately $5,347,000. Schwab US Dividend Equity ETF makes up approximately 0.9% of Personal CFO Solutions LLC’s holdings, making the stock its 13th largest holding.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after purchasing an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 206.9% during the 4th 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 during the period. Bison Wealth LLC lifted its position in Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after acquiring an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 35.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after acquiring an additional 155,769 shares during the period. Finally, United Bank grew its position in Schwab US Dividend Equity ETF by 5.0% in the second quarter. United Bank now owns 195,713 shares of the company’s stock valued at $5,186,000 after acquiring an additional 9,351 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.1%

NYSEARCA SCHD opened at $31.61 on Friday. The company’s fifty day simple moving average is $29.20 and its 200-day simple moving average is $27.92. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $31.88. The stock has a market cap of $83.14 billion, a P/E ratio of 14.57 and a beta of 0.77.

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.