Global Wealth Management LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 198.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 689,235 shares of the company’s stock after purchasing an additional 458,338 shares during the period. Schwab US Dividend Equity ETF makes up approximately 12.0% of Global Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Global Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $18,830,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of SCHD. Kennebec Savings Bank acquired a new position in Schwab US Dividend Equity ETF during the third quarter worth $31,000. Legacy Investment Solutions LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $34,000. Barrett & Company Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $34,000. Cassady Schiller Wealth Management LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $38,000. Finally, Quent Capital LLC raised its stake in Schwab US Dividend Equity ETF by 86.6% during the third quarter. Quent Capital LLC now owns 517 shares of the company’s stock worth $44,000 after acquiring an additional 240 shares in the last quarter.
Schwab US Dividend Equity ETF Stock Performance
NYSEARCA SCHD opened at $27.99 on Monday. The stock has a market cap of $19.63 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a fifty-two week low of $25.03 and a fifty-two week high of $29.72. The firm’s fifty day moving average price is $28.19 and its two-hundred day moving average price is $27.84.
About Schwab US Dividend Equity ETF
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.
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