Diversified Trust Co grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 193.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 53,949 shares of the company’s stock after acquiring an additional 35,590 shares during the quarter. Diversified Trust Co’s holdings in Schwab US Dividend Equity ETF were worth $1,474,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. LPL Financial LLC lifted its position in Schwab US Dividend Equity ETF by 3.1% during the 3rd quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock worth $974,748,000 after acquiring an additional 350,872 shares during the period. Commonwealth Equity Services LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 7.5% during 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 during the period. Orgel Wealth Management LLC boosted its position in Schwab US Dividend Equity ETF by 1.7% in the third quarter. Orgel Wealth Management LLC now owns 4,257,335 shares of the company’s stock valued at $359,873,000 after buying an additional 70,852 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in Schwab US Dividend Equity ETF by 2.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock valued at $306,788,000 after buying an additional 101,637 shares during the last quarter. Finally, Keystone Financial Planning Inc. raised its position in Schwab US Dividend Equity ETF by 5.4% during the 3rd quarter. Keystone Financial Planning Inc. now owns 1,858,898 shares of the company’s stock worth $157,133,000 after buying an additional 94,765 shares during the last quarter.
Schwab US Dividend Equity ETF Trading Up 0.2 %
Shares of NYSEARCA SCHD opened at $27.32 on Thursday. The company has a 50 day simple moving average of $28.33 and a two-hundred day simple moving average of $27.74. The stock has a market cap of $19.16 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 12 month low of $24.97 and a 12 month 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.
See Also
- Five stocks we like better than Schwab US Dividend Equity ETF
- 3 Best Fintech Stocks for a Portfolio Boost
- Moderna Shares Spike on H5N1 News—What’s Next for Investors?
- Biggest Stock Losers – Today’s Biggest Percentage Decliners
- Nebius Group (NBIS): A Small-Cap Backed by NVIDIA
- P/E Ratio Calculation: How to Assess Stocks
- Natural Gas Demand to Surge: Top 3 Stocks and ETFs to Consider
Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report).
Receive News & Ratings for Schwab US Dividend Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Dividend Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.