Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by Outlook Wealth Advisors LLC

Outlook Wealth Advisors LLC boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,890 shares of the company’s stock after purchasing an additional 5,260 shares during the period. Outlook Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $216,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Kennebec Savings Bank acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $31,000. Legacy Investment Solutions LLC acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $34,000. Barrett & Company Inc. acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter worth $34,000. Cassady Schiller Wealth Management LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at about $38,000. Finally, Quent Capital LLC raised its holdings in Schwab US Dividend Equity ETF by 86.6% during the third quarter. Quent Capital LLC now owns 517 shares of the company’s stock worth $44,000 after purchasing an additional 240 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $27.83 on Friday. Schwab US Dividend Equity ETF has a 1-year low of $24.97 and a 1-year high of $29.72. The stock has a market cap of $19.52 billion, a PE ratio of 15.04 and a beta of 0.74. The firm has a fifty day moving average price of $28.21 and a 200 day moving average price of $27.79.

Schwab US Dividend Equity ETF 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.