Schwab US Dividend Equity ETF $SCHD Holdings Boosted by Portus Wealth Advisors LLC

Portus Wealth Advisors LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 142,541 shares of the company’s stock after buying an additional 16,874 shares during the period. Schwab US Dividend Equity ETF comprises approximately 4.1% of Portus Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Portus Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,373,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Mountain Hill Investment Partners Corp. increased its holdings in shares of Schwab US Dividend Equity ETF by 1,241.8% in the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after acquiring an additional 832 shares during the period. Merrithew & Thorsten Inc purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $25,000. Field & Main Bank purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $29,000. Dynamic Wealth Strategies LLC bought a new stake in Schwab US Dividend Equity ETF during the fourth quarter valued at about $29,000. Finally, Triumph Capital Management bought a new stake in Schwab US Dividend Equity ETF during the third quarter valued at about $33,000.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $32.09 on Monday. The firm has a market capitalization of $91.09 billion, a PE ratio of 14.57 and a beta of 0.67. The business’s 50-day moving average is $31.96 and its two-hundred day moving average is $30.58. Schwab US Dividend Equity ETF has a 1 year low of $26.21 and a 1 year high of $32.92.

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.