Curtis Advisory Group LLC Grows Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Curtis Advisory Group LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 239.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 346,246 shares of the company’s stock after purchasing an additional 244,375 shares during the quarter. Schwab US Dividend Equity ETF comprises 2.5% of Curtis Advisory Group LLC’s portfolio, making the stock its 9th biggest holding. Curtis Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,459,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHD. Alpha Financial Partners LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $1,283,000. Greenleaf Trust boosted its holdings in Schwab US Dividend Equity ETF by 18.1% during the 3rd quarter. Greenleaf Trust now owns 3,956 shares of the company’s stock valued at $334,000 after acquiring an additional 605 shares during the period. Joel Isaacson & Co. LLC boosted its holdings in Schwab US Dividend Equity ETF by 4.5% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 15,053 shares of the company’s stock valued at $1,272,000 after acquiring an additional 652 shares during the period. Convergence Financial LLC purchased a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at $242,000. Finally, Highland Capital Management LLC purchased a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at $356,000.

Schwab US Dividend Equity ETF Stock Down 0.4 %

SCHD opened at $28.21 on Friday. The business has a fifty day moving average of $27.69 and a 200 day moving average of $28.03. Schwab US Dividend Equity ETF has a 52-week low of $25.18 and a 52-week high of $29.72. The stock has a market cap of $69.11 billion, a P/E ratio of 17.48 and a beta of 0.88.

About Schwab US Dividend Equity ETF

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.