Olistico Wealth LLC Has $31,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Olistico Wealth LLC raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 202.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,118 shares of the company’s stock after buying an additional 748 shares during the quarter. Olistico Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $31,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in SCHD. LPL Financial LLC increased its position 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 worth $974,748,000 after acquiring an additional 350,872 shares during the period. Orgel Wealth Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 159.8% during the fourth 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. increased its holdings in shares of 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 purchasing an additional 3,506,729 shares during the period. Commonwealth Equity Services LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 7.5% in the third quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after buying an additional 297,674 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its position 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 worth $306,788,000 after buying an additional 101,637 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $27.92 on Thursday. The stock’s fifty day moving average price is $28.15 and its two-hundred day moving average price is $27.87. The firm has a market cap of $19.59 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72.

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.