Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Position Increased by LifePlan Financial LLC

LifePlan Financial LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 185.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 25,701 shares of the company’s stock after purchasing an additional 16,706 shares during the period. LifePlan Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $702,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. raised its stake in shares of Schwab US Dividend Equity ETF by 7.2% during the third quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock valued at $132,552,000 after purchasing an additional 104,855 shares in the last quarter. GAMMA Investing LLC increased its stake in Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after purchasing an additional 6,502 shares in the last quarter. Wilmington Savings Fund Society FSB acquired a new stake in Schwab US Dividend Equity ETF during the 3rd quarter worth about $163,000. Synovus Financial Corp lifted its stake in Schwab US Dividend Equity ETF by 148.1% during the third quarter. Synovus Financial Corp now owns 42,517 shares of the company’s stock valued at $3,594,000 after buying an additional 25,380 shares in the last quarter. Finally, Anchor Investment Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 1.1% in the third quarter. Anchor Investment Management LLC now owns 38,517 shares of the company’s stock worth $3,256,000 after buying an additional 428 shares during the period.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $27.99 on Tuesday. The firm has a market capitalization of $19.63 billion, a P/E 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. The company’s 50 day simple moving average is $28.16 and its 200-day simple moving average is $27.85.

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.