Clear Investment Research LLC Has $142,000 Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Clear Investment Research LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 201.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,188 shares of the company’s stock after purchasing an additional 3,465 shares during the period. Clear Investment Research LLC’s holdings in Schwab US Dividend Equity ETF were worth $142,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Holderness Investments Co. grew its stake in Schwab US Dividend Equity ETF by 194.5% during the fourth quarter. Holderness Investments Co. now owns 20,446 shares of the company’s stock worth $559,000 after purchasing an additional 13,503 shares during the period. HUB Investment Partners LLC grew its stake in Schwab US Dividend Equity ETF by 191.3% during the fourth quarter. HUB Investment Partners LLC now owns 36,392 shares of the company’s stock worth $994,000 after purchasing an additional 23,898 shares during the period. Whittier Trust Co. grew its stake in Schwab US Dividend Equity ETF by 197.7% during the fourth quarter. Whittier Trust Co. now owns 19,029 shares of the company’s stock worth $520,000 after purchasing an additional 12,638 shares during the period. Elevate Wealth Advisory Inc. grew its stake in Schwab US Dividend Equity ETF by 254.4% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 53,068 shares of the company’s stock worth $1,426,000 after purchasing an additional 38,096 shares during the period. Finally, Viawealth LLC grew its stake in Schwab US Dividend Equity ETF by 233.3% during the fourth quarter. Viawealth LLC now owns 91,505 shares of the company’s stock worth $2,500,000 after purchasing an additional 64,048 shares during the period.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD opened at $27.95 on Friday. The business has a 50 day simple moving average of $27.94 and a 200 day simple moving average of $28.13. Schwab US Dividend Equity ETF has a one year low of $25.18 and a one year high of $29.72. The stock has a market capitalization of $69.32 billion, a P/E ratio of 17.56 and a beta of 0.86.

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.