Capital Advisors Wealth Management LLC Raises Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Capital Advisors Wealth Management LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 255.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,886 shares of the company’s stock after buying an additional 15,008 shares during the quarter. Capital Advisors Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $571,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. LPL Financial LLC grew 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 in the last quarter. Keystone Financial Planning Inc. boosted its holdings in Schwab US Dividend Equity ETF by 188.6% in the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after purchasing an additional 3,506,729 shares during the period. Commonwealth Equity Services LLC grew its position in shares of Schwab US Dividend Equity ETF by 7.5% during the 3rd quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after purchasing an additional 297,674 shares in the last quarter. Orgel Wealth Management LLC raised its position in shares of 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 worth $359,873,000 after buying an additional 70,852 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted 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 valued at $306,788,000 after buying an additional 101,637 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.0 %

Schwab US Dividend Equity ETF stock opened at $27.83 on Friday. The business has a 50-day simple moving average of $28.21 and a 200 day simple moving average of $27.79. Schwab US Dividend Equity ETF has a 52 week low of $24.97 and a 52 week high of $29.72. The stock has a market cap of $19.52 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.