Personal CFO Solutions LLC Reduces Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Personal CFO Solutions LLC decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 10.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 175,888 shares of the company’s stock after selling 19,979 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 0.8% of Personal CFO Solutions LLC’s portfolio, making the stock its 21st biggest position. Personal CFO Solutions LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,825,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Ellis Investment Partners LLC grew its position in shares of Schwab US Dividend Equity ETF by 1.1% during the 3rd quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock worth $938,000 after buying an additional 375 shares in the last quarter. Harbor Group Inc. grew its position in shares of Schwab US Dividend Equity ETF by 4.8% during the 3rd quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after buying an additional 383 shares in the last quarter. Westside Investment Management Inc. grew its position in shares of Schwab US Dividend Equity ETF by 5.6% during the 3rd quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock worth $198,000 after buying an additional 383 shares in the last quarter. International Private Wealth Advisors LLC grew its position in shares of Schwab US Dividend Equity ETF by 3.3% during the 4th quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after buying an additional 397 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. grew its position in shares of Schwab US Dividend Equity ETF by 3.4% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock worth $339,000 after buying an additional 402 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 1.0%

SCHD opened at $30.86 on Thursday. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $31.95. The business’s fifty day simple moving average is $30.98 and its 200-day simple moving average is $28.73. The company has a market capitalization of $85.45 billion, a price-to-earnings ratio of 14.57 and a beta of 0.74.

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.