Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Intergy Private Wealth LLC

Intergy Private Wealth LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 208.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 953,962 shares of the company’s stock after acquiring an additional 644,781 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 9.7% of Intergy Private Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Intergy Private Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $26,062,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of SCHD. Colorado Capital Management Inc. raised its stake in Schwab US Dividend Equity ETF by 1.1% in the 3rd quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock valued at $980,000 after purchasing an additional 121 shares during the last quarter. Sunflower Bank N.A. lifted its holdings in shares of Schwab US Dividend Equity ETF by 4.2% during the 3rd quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after acquiring an additional 185 shares in the last quarter. Sound Income Strategies LLC boosted its position in shares of Schwab US Dividend Equity ETF by 12.5% in the third quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after buying an additional 191 shares during the period. waypoint wealth counsel grew its position in Schwab US Dividend Equity ETF by 0.9% in the third quarter. waypoint wealth counsel now owns 24,844 shares of the company’s stock valued at $2,100,000 after acquiring an additional 215 shares in the last quarter. Finally, Quent Capital LLC grew its holdings in Schwab US Dividend Equity ETF by 86.6% during the 3rd quarter. Quent Capital LLC now owns 517 shares of the company’s stock valued at $44,000 after purchasing an additional 240 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA SCHD opened at $27.98 on Friday. The stock’s 50-day simple moving average is $28.07 and its 200-day simple moving average is $27.94. Schwab US Dividend Equity ETF has a 1 year low of $25.16 and a 1 year high of $29.72. The firm has a market cap of $19.63 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74.

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.