Baron Silver Stevens Financial Advisors LLC Has $5.07 Million Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Baron Silver Stevens Financial Advisors LLC boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 209.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 185,393 shares of the company’s stock after purchasing an additional 125,564 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 0.9% of Baron Silver Stevens Financial Advisors LLC’s portfolio, making the stock its 25th biggest position. Baron Silver Stevens Financial Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $5,065,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. Central Pacific Bank Trust Division lifted its stake in shares of Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock valued at $25,000 after purchasing an additional 604 shares during the last quarter. Hoese & Co LLP acquired a new stake in shares of Schwab US Dividend Equity ETF in the fourth quarter worth about $26,000. IFS Advisors LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 184.4% during the 4th quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after acquiring an additional 699 shares in the last quarter. Kennebec Savings Bank acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at about $31,000. Finally, Olistico Wealth LLC raised its stake in shares of Schwab US Dividend Equity ETF by 202.2% in the 4th quarter. Olistico Wealth LLC now owns 1,118 shares of the company’s stock valued at $31,000 after acquiring an additional 748 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

SCHD opened at $27.92 on Thursday. Schwab US Dividend Equity ETF has a twelve month low of $25.16 and a twelve month high of $29.72. The business has a 50 day moving average price of $28.15 and a 200 day moving average price of $27.87. The firm has a market cap of $19.59 billion, a P/E ratio of 15.04 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.