West Oak Capital LLC Purchases 30,733 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

West Oak Capital LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 130.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,323 shares of the company’s stock after acquiring an additional 30,733 shares during the period. West Oak Capital LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,484,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the company. Wulff Hansen & CO. increased its holdings in shares of Schwab US Dividend Equity ETF by 8,405.3% in the second quarter. Wulff Hansen & CO. now owns 1,455,434 shares of the company’s stock valued at $113,175,000 after purchasing an additional 1,438,322 shares during the last quarter. Burkett Financial Services LLC grew its stake in Schwab US Dividend Equity ETF by 201.1% in the 4th quarter. Burkett Financial Services LLC now owns 1,542,139 shares of the company’s stock valued at $42,131,000 after buying an additional 1,030,031 shares during the last quarter. Sanctuary Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 209.1% in the 3rd quarter. Sanctuary Advisors LLC now owns 912,589 shares of the company’s stock valued at $77,141,000 after acquiring an additional 617,308 shares during the period. Allied Investment Advisors LLC lifted its position in Schwab US Dividend Equity ETF by 18,100.5% during the third quarter. Allied Investment Advisors LLC now owns 477,398 shares of the company’s stock worth $40,354,000 after acquiring an additional 474,775 shares during the last quarter. Finally, Waller Financial Planning Group Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 202.0% during the fourth quarter. Waller Financial Planning Group Inc. now owns 678,808 shares of the company’s stock worth $18,545,000 after acquiring an additional 454,012 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD traded down $0.31 during mid-day trading on Friday, hitting $27.01. 21,984,032 shares of the stock were exchanged, compared to its average volume of 17,233,049. The firm’s 50-day simple moving average is $28.31 and its 200 day simple moving average is $27.74. The stock has a market capitalization of $18.95 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a fifty-two week low of $24.97 and a fifty-two week high of $29.72.

Schwab US Dividend Equity ETF Company 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.