JFS Wealth Advisors LLC Has $662,000 Stake in Schwab US Dividend Equity ETF $SCHD

JFS Wealth Advisors LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 245.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,885 shares of the company’s stock after buying an additional 14,834 shares during the quarter. JFS Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $662,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHD. Freestone Capital Holdings LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 62.7% in the fourth quarter. Freestone Capital Holdings LLC now owns 42,792 shares of the company’s stock valued at $1,174,000 after purchasing an additional 16,486 shares in the last quarter. Rockefeller Capital Management L.P. boosted its position in shares of Schwab US Dividend Equity ETF by 18.8% in the fourth quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock worth $14,369,000 after buying an additional 82,981 shares during the period. Annex Advisory Services LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 3,070.8% during the fourth quarter. Annex Advisory Services LLC now owns 312,387 shares of the company’s stock valued at $8,569,000 after buying an additional 302,535 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 52.8% during the fourth quarter. Farther Finance Advisors LLC now owns 1,036,896 shares of the company’s stock valued at $28,442,000 after buying an additional 358,353 shares in the last quarter. Finally, BNP Paribas Financial Markets raised its position in Schwab US Dividend Equity ETF by 351,462.5% during the fourth quarter. BNP Paribas Financial Markets now owns 337,500 shares of the company’s stock valued at $9,258,000 after buying an additional 337,404 shares during the period.

Schwab US Dividend Equity ETF Trading Down 0.0%

Shares of Schwab US Dividend Equity ETF stock opened at $34.26 on Thursday. Schwab US Dividend Equity ETF has a 1 year low of $26.32 and a 1 year high of $34.34. The company has a market cap of $106.44 billion, a P/E ratio of 14.57 and a beta of 0.67. The stock has a 50-day moving average price of $32.73 and a 200 day moving average price of $31.74.

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.