Curio Wealth LLC Acquires New Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Curio Wealth LLC acquired a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 3,240 shares of the company’s stock, valued at approximately $89,000.

Other hedge funds also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its holdings in shares of Schwab US Dividend Equity ETF by 7.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock valued at $132,552,000 after acquiring an additional 104,855 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after purchasing an additional 6,502 shares during the period. Wilmington Savings Fund Society FSB acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter worth $163,000. Tenon Financial LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.1% during the fourth quarter. Tenon Financial LLC now owns 15,121 shares of the company’s stock worth $412,000 after purchasing an additional 10,082 shares during the period. Finally, Summit Wealth & Retirement Planning Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 195.0% during the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 26,180 shares of the company’s stock worth $715,000 after purchasing an additional 17,305 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $27.64 on Monday. The firm has a market cap of $68.55 billion, a PE ratio of 17.56 and a beta of 0.86. Schwab US Dividend Equity ETF has a 52 week low of $25.18 and a 52 week high of $29.72. The firm’s fifty day moving average is $27.89 and its 200-day moving average is $28.13.

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.