Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Strategic Family Wealth Counselors L.L.C.’s 3rd Largest Position

Strategic Family Wealth Counselors L.L.C. increased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 194.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 473,174 shares of the company’s stock after buying an additional 312,418 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 4.2% of Strategic Family Wealth Counselors L.L.C.’s investment portfolio, making the stock its 3rd biggest holding. Strategic Family Wealth Counselors L.L.C. owned 0.07% of Schwab US Dividend Equity ETF worth $12,927,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Elevation Capital Advisory LLC raised its position in Schwab US Dividend Equity ETF by 221.9% during the 4th quarter. Elevation Capital Advisory LLC now owns 46,883 shares of the company’s stock worth $1,281,000 after buying an additional 32,319 shares during the last quarter. Welch & Forbes LLC increased its stake in shares of Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Welch & Forbes LLC now owns 93,510 shares of the company’s stock worth $2,555,000 after acquiring an additional 62,340 shares during the period. Schrum Private Wealth Management LLC lifted its position in Schwab US Dividend Equity ETF by 51.4% during the fourth quarter. Schrum Private Wealth Management LLC now owns 28,544 shares of the company’s stock valued at $780,000 after purchasing an additional 9,696 shares during the period. Blue Barn Wealth LLC boosted its holdings in Schwab US Dividend Equity ETF by 212.2% in the fourth quarter. Blue Barn Wealth LLC now owns 449,105 shares of the company’s stock valued at $12,270,000 after purchasing an additional 305,264 shares during the last quarter. Finally, Bellevue Asset Management LLC grew its position in Schwab US Dividend Equity ETF by 229.8% during the 4th quarter. Bellevue Asset Management LLC now owns 32,970 shares of the company’s stock worth $901,000 after purchasing an additional 22,974 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.1 %

Shares of SCHD stock opened at $28.07 on Friday. 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 $68.77 billion, a PE ratio of 17.48 and a beta of 0.88. The business has a 50-day simple moving average of $27.83 and a 200-day simple moving average of $28.12.

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.