Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stake Raised by GoalVest Advisory LLC

GoalVest Advisory LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 15,024 shares of the company’s stock after acquiring an additional 10,016 shares during the period. GoalVest Advisory LLC’s holdings in Schwab US Dividend Equity ETF were worth $410,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Orgel Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 159.8% during the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after buying an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 188.6% during the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after acquiring an additional 3,506,729 shares in the last quarter. LVW Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF by 203.4% during the fourth quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock worth $98,287,000 after purchasing an additional 2,412,003 shares during the period. Ameritas Advisory Services LLC raised its holdings in Schwab US Dividend Equity ETF by 217.1% during the 4th quarter. Ameritas Advisory Services LLC now owns 2,173,729 shares of the company’s stock worth $59,386,000 after buying an additional 1,488,281 shares during the period. Finally, Howard Financial Services LTD. lifted its position in shares of Schwab US Dividend Equity ETF by 207.6% in the 4th quarter. Howard Financial Services LTD. now owns 2,021,759 shares of the company’s stock valued at $55,234,000 after acquiring an additional 1,364,511 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

SCHD stock opened at $27.92 on Thursday. Schwab US Dividend Equity ETF has a 52 week low of $25.16 and a 52 week high of $29.72. The stock has a market cap of $19.59 billion, a P/E ratio of 15.04 and a beta of 0.74. The firm has a 50 day simple moving average of $28.15 and a 200 day simple moving average of $27.87.

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.