Bernardo Wealth Planning LLC Purchases 498 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Bernardo Wealth Planning LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,546 shares of the company’s stock after acquiring an additional 498 shares during the period. Bernardo Wealth Planning LLC’s holdings in Schwab US Dividend Equity ETF were worth $366,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHD. Colorado Capital Management Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock worth $980,000 after acquiring an additional 121 shares during the period. Brick & Kyle Associates boosted its stake in Schwab US Dividend Equity ETF by 2.9% in the 2nd quarter. Brick & Kyle Associates now owns 4,551 shares of the company’s stock worth $354,000 after purchasing an additional 130 shares during the period. Ascent Group LLC raised its stake in shares of Schwab US Dividend Equity ETF by 1.2% in the 2nd quarter. Ascent Group LLC now owns 12,091 shares of the company’s stock valued at $940,000 after purchasing an additional 145 shares during the period. Sunflower Bank N.A. lifted its holdings in shares of Schwab US Dividend Equity ETF by 4.2% in the third quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after purchasing an additional 185 shares in the last quarter. Finally, Sound Income Strategies LLC boosted its position in shares of Schwab US Dividend Equity ETF by 12.5% during the third quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after buying an additional 191 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.99 on Friday. The firm has a market cap of $19.63 billion, a PE ratio of 15.04 and a beta of 0.74. The business’s 50 day simple moving average is $28.19 and its 200 day simple moving average is $27.82. Schwab US Dividend Equity ETF has a 52-week low of $25.03 and a 52-week high of $29.72.

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.