50,773 Schwab US Dividend Equity ETF $SCHD Shares Purchased by Whelan Financial

Whelan Financial raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,839,567 shares of the company’s stock after acquiring an additional 50,773 shares during the period. Schwab US Dividend Equity ETF makes up 15.5% of Whelan Financial’s holdings, making the stock its 2nd largest position. Whelan Financial’s holdings in Schwab US Dividend Equity ETF were worth $59,841,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in SCHD. Envestnet Asset Management Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 2.1% in the second quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock worth $560,222,000 after purchasing an additional 354,983 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its stake in shares of Schwab US Dividend Equity ETF by 3.5% during the first quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after purchasing an additional 324,778 shares in the last quarter. Royal Bank of Canada raised its stake in shares of Schwab US Dividend Equity ETF by 8.3% during the first quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock valued at $265,563,000 after purchasing an additional 660,876 shares in the last quarter. Keystone Financial Planning Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 0.5% during the third quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock valued at $204,273,000 after purchasing an additional 29,169 shares in the last quarter. Finally, Keybank National Association OH lifted its holdings in Schwab US Dividend Equity ETF by 7.9% in the first quarter. Keybank National Association OH now owns 3,836,791 shares of the company’s stock worth $117,713,000 after purchasing an additional 280,129 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.5%

SCHD stock opened at $35.78 on Friday. The company has a 50-day simple moving average of $34.13 and a 200 day simple moving average of $32.32. The company has a market capitalization of $120.59 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a fifty-two week low of $26.32 and a fifty-two week high of $36.10.

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.