Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by High Net Worth Advisory Group LLC

High Net Worth Advisory Group LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 211.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 234,670 shares of the company’s stock after acquiring an additional 159,328 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 1.8% of High Net Worth Advisory Group LLC’s portfolio, making the stock its 9th largest holding. High Net Worth Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,411,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Orgel Wealth Management LLC grew its stake in shares of Schwab US Dividend Equity ETF by 159.8% during the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after purchasing an additional 6,804,908 shares during the period. Keystone Financial Planning Inc. grew its position in Schwab US Dividend Equity ETF by 188.6% during the fourth quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after buying an additional 3,506,729 shares during the period. LVW Advisors LLC increased its holdings in Schwab US Dividend Equity ETF by 203.4% in the fourth quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock valued at $98,287,000 after buying an additional 2,412,003 shares in the last quarter. Fifth Third Bancorp lifted its position in shares of Schwab US Dividend Equity ETF by 192.7% during the 4th quarter. Fifth Third Bancorp now owns 3,038,718 shares of the company’s stock valued at $83,018,000 after acquiring an additional 2,000,527 shares during the period. Finally, Ameritas Advisory Services LLC boosted its stake 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 worth $59,386,000 after acquiring an additional 1,488,281 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD opened at $28.07 on Monday. The business has a 50 day moving average price of $28.10 and a 200 day moving average price of $27.92. The company has a market capitalization of $19.69 billion, a P/E ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 1-year low of $25.16 and a 1-year high of $29.72.

Schwab US Dividend Equity ETF Company 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.