Beaumont Financial Advisors LLC raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 189.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 33,986 shares of the company’s stock after purchasing an additional 22,254 shares during the period. Beaumont Financial Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $928,000 as of its most recent filing with the SEC.
A number of other institutional investors also recently modified their holdings of the company. Orgel Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 159.8% in the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after buying an additional 6,804,908 shares during the period. Keystone Financial Planning Inc. raised its position in shares of Schwab US Dividend Equity ETF by 188.6% in the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after acquiring an additional 3,506,729 shares in the last quarter. LVW Advisors LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 203.4% in the 4th quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock valued at $98,287,000 after purchasing an additional 2,412,003 shares during the period. Ameritas Advisory Services LLC boosted its position in shares of Schwab US Dividend Equity ETF by 217.1% during the 4th quarter. Ameritas Advisory Services LLC now owns 2,173,729 shares of the company’s stock valued at $59,386,000 after purchasing an additional 1,488,281 shares in the last quarter. Finally, Howard Financial Services LTD. boosted its position in shares of Schwab US Dividend Equity ETF by 207.6% during the 4th quarter. Howard Financial Services LTD. now owns 2,021,759 shares of the company’s stock valued at $55,234,000 after purchasing an additional 1,364,511 shares in the last quarter.
Schwab US Dividend Equity ETF Price Performance
NYSEARCA SCHD opened at $27.92 on Thursday. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72. The business has a 50 day simple moving average of $28.15 and a 200 day simple moving average of $27.87. The stock has a market capitalization of $19.59 billion, a P/E ratio of 15.04 and a beta of 0.74.
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.
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