Atria Wealth Solutions Inc. Has $37.29 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Atria Wealth Solutions Inc. grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 201.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,364,911 shares of the company’s stock after purchasing an additional 912,015 shares during the quarter. Atria Wealth Solutions Inc. owned about 0.19% of Schwab US Dividend Equity ETF worth $37,289,000 as of its most recent filing with the SEC.

Other institutional investors also recently added to or reduced their stakes in the company. Sumitomo Life Insurance Co. boosted its stake in Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after buying an additional 17,880,000 shares in the last quarter. Orgel Wealth Management LLC increased its stake in Schwab US Dividend Equity ETF by 159.8% in the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after acquiring an additional 6,804,908 shares during the period. Strategic Financial Concepts LLC raised its position in Schwab US Dividend Equity ETF by 9,346.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 3,576,526 shares of the company’s stock worth $97,711,000 after purchasing an additional 3,538,664 shares in the last quarter. Keystone Financial Planning Inc. lifted its stake in 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. Finally, HHM Wealth Advisors LLC grew its stake in shares of Schwab US Dividend Equity ETF by 207.3% in the 4th quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock valued at $133,119,000 after purchasing an additional 3,286,917 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $27.79 on Tuesday. The business has a 50 day simple moving average of $27.72 and a 200 day simple moving average of $28.00. Schwab US Dividend Equity ETF has a one year low of $25.18 and a one year high of $29.72. The company has a market capitalization of $68.09 billion, a PE ratio of 17.48 and a beta of 0.88.

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.