waypoint wealth counsel Has $2.11 Million Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

waypoint wealth counsel lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 210.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 77,041 shares of the company’s stock after buying an additional 52,197 shares during the period. Schwab US Dividend Equity ETF comprises about 1.4% of waypoint wealth counsel’s portfolio, making the stock its 18th biggest holding. waypoint wealth counsel’s holdings in Schwab US Dividend Equity ETF were worth $2,105,000 at the end of the most recent quarter.

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

Schwab US Dividend Equity ETF Stock Down 0.1 %

NYSEARCA SCHD opened at $28.07 on Monday. Schwab US Dividend Equity ETF has a twelve month low of $25.16 and a twelve month high of $29.72. The business’s fifty day moving average is $28.10 and its 200 day moving average is $27.92. The company has a market cap of $19.69 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74.

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.