Western Wealth Management LLC Raises Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Western Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 55.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 201,072 shares of the company’s stock after buying an additional 71,437 shares during the quarter. Western Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,169,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in SCHD. BIP Wealth LLC purchased a new stake in Schwab US Dividend Equity ETF in the fourth quarter valued at $1,589,000. Aspire Capital Advisors LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 2.9% during the fourth quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock worth $29,184,000 after purchasing an additional 30,146 shares during the last quarter. Freestone Capital Holdings LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 62.7% during the fourth quarter. Freestone Capital Holdings LLC now owns 42,792 shares of the company’s stock worth $1,174,000 after purchasing an additional 16,486 shares during the last quarter. Rockefeller Capital Management L.P. increased its position in shares of Schwab US Dividend Equity ETF by 18.8% during the fourth quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock worth $14,369,000 after purchasing an additional 82,981 shares in the last quarter. Finally, Capital Investment Advisory Services LLC increased its position in shares of Schwab US Dividend Equity ETF by 21.5% during the fourth quarter. Capital Investment Advisory Services LLC now owns 138,503 shares of the company’s stock worth $3,799,000 after purchasing an additional 24,551 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock opened at $33.41 on Friday. Schwab US Dividend Equity ETF has a fifty-two week low of $26.21 and a fifty-two week high of $34.24. The company has a market capitalization of $103.19 billion, a P/E ratio of 14.57 and a beta of 0.68. The stock has a 50-day simple moving average of $32.50 and a 200-day simple moving average of $31.42.

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.