Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Holdings Boosted by Root Financial Partners LLC

Root Financial Partners LLC increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1,445.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,059 shares of the company’s stock after buying an additional 37,467 shares during the quarter. Root Financial Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,094,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHD. Walkner Condon Financial Advisors LLC grew its stake in shares of Schwab US Dividend Equity ETF by 194.8% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 39,667 shares of the company’s stock worth $1,084,000 after purchasing an additional 26,211 shares during the last quarter. Family Capital Management Inc. boosted its holdings in Schwab US Dividend Equity ETF by 196.5% during the fourth quarter. Family Capital Management Inc. now owns 507,977 shares of the company’s stock worth $13,878,000 after buying an additional 336,626 shares in the last quarter. Newport Capital Group LLC grew its position in Schwab US Dividend Equity ETF by 281.3% in the fourth quarter. Newport Capital Group LLC now owns 18,604 shares of the company’s stock worth $508,000 after buying an additional 13,725 shares during the last quarter. Bogart Wealth LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 429.1% in the fourth quarter. Bogart Wealth LLC now owns 21,295 shares of the company’s stock valued at $582,000 after buying an additional 17,270 shares in the last quarter. Finally, DHJJ Financial Advisors Ltd. lifted its position in shares of Schwab US Dividend Equity ETF by 200.2% during the 4th quarter. DHJJ Financial Advisors Ltd. now owns 376,714 shares of the company’s stock valued at $10,292,000 after acquiring an additional 251,238 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.7 %

SCHD opened at $27.85 on Friday. The firm has a market cap of $19.54 billion, a PE ratio of 15.04 and a beta of 0.74. The business has a fifty day simple moving average of $27.76 and a 200-day simple moving average of $27.99. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 and a fifty-two week 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.