Wealthcare Advisory Partners LLC Has $38.52 Million Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Wealthcare Advisory Partners LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 213.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,409,906 shares of the company’s stock after acquiring an additional 960,196 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 1.1% of Wealthcare Advisory Partners LLC’s holdings, making the stock its 18th largest holding. Wealthcare Advisory Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $38,519,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of SCHD. Procyon Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 169.8% in the fourth quarter. Procyon Advisors LLC now owns 15,499 shares of the company’s stock valued at $423,000 after buying an additional 9,754 shares during the last quarter. RDA Financial Network increased its position in Schwab US Dividend Equity ETF by 217.7% in the 4th quarter. RDA Financial Network now owns 51,818 shares of the company’s stock valued at $1,416,000 after acquiring an additional 35,507 shares in the last quarter. Sard Wealth Management Group LLC lifted its position in shares of Schwab US Dividend Equity ETF by 197.2% during the fourth quarter. Sard Wealth Management Group LLC now owns 413,673 shares of the company’s stock worth $11,302,000 after purchasing an additional 274,473 shares in the last quarter. Goldstone Financial Group LLC grew its stake in shares of Schwab US Dividend Equity ETF by 207.6% during the fourth quarter. Goldstone Financial Group LLC now owns 198,687 shares of the company’s stock valued at $5,428,000 after purchasing an additional 134,088 shares during the last quarter. Finally, Channel Wealth LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 293.4% in the fourth quarter. Channel Wealth LLC now owns 206,440 shares of the company’s stock valued at $5,640,000 after purchasing an additional 153,968 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $27.90 on Friday. The stock’s fifty day moving average price is $28.21 and its two-hundred day moving average price is $27.79. The company has a market cap of $19.57 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 52-week low of $25.03 and a 52-week high of $29.72.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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