Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Position Increased by Forte Capital LLC ADV

Forte Capital LLC ADV raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 179.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,982 shares of the company’s stock after buying an additional 5,766 shares during the period. Forte Capital LLC ADV’s holdings in Schwab US Dividend Equity ETF were worth $245,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Zullo Investment Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 176.9% during the fourth quarter. Zullo Investment Group Inc. now owns 92,010 shares of the company’s stock worth $2,514,000 after buying an additional 58,776 shares in the last quarter. Boston Financial Mangement LLC boosted its stake in Schwab US Dividend Equity ETF by 198.6% in the 4th quarter. Boston Financial Mangement LLC now owns 173,627 shares of the company’s stock worth $4,743,000 after purchasing an additional 115,485 shares during the period. Concurrent Investment Advisors LLC boosted its stake in Schwab US Dividend Equity ETF by 267.7% in the 4th quarter. Concurrent Investment Advisors LLC now owns 187,235 shares of the company’s stock worth $5,115,000 after purchasing an additional 136,321 shares during the period. First National Bank & Trust Co. of Newtown boosted its stake in Schwab US Dividend Equity ETF by 201.4% in the 4th quarter. First National Bank & Trust Co. of Newtown now owns 32,730 shares of the company’s stock worth $894,000 after purchasing an additional 21,870 shares during the period. Finally, Advyzon Investment Management LLC acquired a new position in Schwab US Dividend Equity ETF in the 4th quarter worth approximately $688,000.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock opened at $28.21 on Friday. The company has a 50 day moving average price of $27.69 and a 200 day moving average price of $28.02. Schwab US Dividend Equity ETF has a 52 week low of $25.18 and a 52 week high of $29.72. The firm has a market capitalization of $69.11 billion, a price-to-earnings ratio of 17.48 and a beta of 0.88.

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.