Baron Silver Stevens Financial Advisors LLC Purchases 125,564 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Baron Silver Stevens Financial Advisors LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 209.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm 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 holding. 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 quarter.

Several other large investors have also made changes to their positions in SCHD. LPL Financial LLC increased its stake in Schwab US Dividend Equity ETF by 3.1% during the third quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after acquiring an additional 350,872 shares during the period. Orgel Wealth Management LLC boosted its stake in Schwab US Dividend Equity ETF by 159.8% during the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after buying an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 188.6% during 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 during the period. Commonwealth Equity Services LLC raised its position in Schwab US Dividend Equity ETF by 7.5% in the third quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock worth $361,948,000 after purchasing an additional 297,674 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in Schwab US Dividend Equity ETF by 2.9% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock worth $306,788,000 after purchasing an additional 101,637 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $27.92 on Thursday. The stock’s fifty day simple moving average is $28.15 and its 200 day simple moving average is $27.87. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72. The firm has a market cap of $19.59 billion, a price-to-earnings 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.