Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by O ROURKE & COMPANY Inc

O ROURKE & COMPANY Inc increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 21.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,039 shares of the company’s stock after acquiring an additional 894 shares during the quarter. O ROURKE & COMPANY Inc’s holdings in Schwab US Dividend Equity ETF were worth $406,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Whitaker Myers Wealth Managers LTD. grew its holdings in shares of Schwab US Dividend Equity ETF by 12.3% during the fourth quarter. Whitaker Myers Wealth Managers LTD. now owns 203,264 shares of the company’s stock worth $15,475,000 after buying an additional 22,221 shares in the last quarter. FMR LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 22.7% during the third quarter. FMR LLC now owns 64,312 shares of the company’s stock worth $4,551,000 after buying an additional 11,906 shares in the last quarter. Traynor Capital Management Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 53.6% during the first quarter. Traynor Capital Management Inc. now owns 6,140 shares of the company’s stock worth $495,000 after buying an additional 2,142 shares in the last quarter. Apexium Financial LP grew its holdings in shares of Schwab US Dividend Equity ETF by 27.0% during the fourth quarter. Apexium Financial LP now owns 287,086 shares of the company’s stock worth $21,856,000 after buying an additional 60,972 shares in the last quarter. Finally, Procyon Advisors LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 9.9% during the fourth quarter. Procyon Advisors LLC now owns 4,440 shares of the company’s stock worth $338,000 after buying an additional 401 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock traded down $0.35 on Monday, hitting $77.41. 5,535,356 shares of the stock traded hands, compared to its average volume of 3,322,899. The firm’s 50-day moving average price is $78.12 and its two-hundred day moving average price is $77.62. The stock has a market capitalization of $54.30 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a twelve month low of $66.67 and a twelve month high of $80.82.

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.