BKM Wealth Management LLC Raises Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

BKM Wealth Management LLC grew its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 296.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 83,736 shares of the company’s stock after acquiring an additional 62,639 shares during the period. Schwab US Dividend Equity ETF comprises about 0.9% of BKM Wealth Management LLC’s holdings, making the stock its 26th biggest position. BKM Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,288,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of SCHD. Kestra Investment Management LLC increased its position in Schwab US Dividend Equity ETF by 39.2% during the 4th quarter. Kestra Investment Management LLC now owns 24,558 shares of the company’s stock worth $671,000 after purchasing an additional 6,919 shares in the last quarter. CRA Financial Services LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 208.4% during the 4th quarter. CRA Financial Services LLC now owns 1,068,635 shares of the company’s stock worth $29,195,000 after purchasing an additional 722,156 shares during the last quarter. Keating Investment Counselors Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 136.1% during the fourth quarter. Keating Investment Counselors Inc. now owns 10,990 shares of the company’s stock worth $300,000 after buying an additional 6,335 shares in the last quarter. Atria Wealth Solutions Inc. raised its position in shares of Schwab US Dividend Equity ETF by 201.4% in the fourth quarter. Atria Wealth Solutions Inc. now owns 1,364,911 shares of the company’s stock valued at $37,289,000 after buying an additional 912,015 shares during the last quarter. Finally, Centerpoint Advisors LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 197.8% during the fourth quarter. Centerpoint Advisors LLC now owns 17,137 shares of the company’s stock valued at $468,000 after buying an additional 11,383 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.2 %

Shares of Schwab US Dividend Equity ETF stock opened at $27.79 on Tuesday. The firm has a market cap of $68.09 billion, a PE ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 and a fifty-two week high of $29.72. The business’s fifty day moving average is $27.72 and its two-hundred day moving average is $28.00.

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.