ForthRight Wealth Management LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 207.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,031,124 shares of the company’s stock after acquiring an additional 695,920 shares during the quarter. Schwab US Dividend Equity ETF accounts for about 9.4% of ForthRight Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. ForthRight Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $28,170,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. Kennebec Savings Bank purchased a new stake in Schwab US Dividend Equity ETF during the third quarter valued at about $31,000. Legacy Investment Solutions LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the third quarter valued at approximately $34,000. Barrett & Company Inc. purchased a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at approximately $34,000. Cassady Schiller Wealth Management LLC acquired a new position in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $38,000. Finally, Quent Capital LLC grew its position in Schwab US Dividend Equity ETF by 86.6% during the 3rd quarter. Quent Capital LLC now owns 517 shares of the company’s stock worth $44,000 after purchasing an additional 240 shares in the last quarter.
Schwab US Dividend Equity ETF Stock Up 0.8 %
SCHD opened at $28.22 on Wednesday. Schwab US Dividend Equity ETF has a 12-month low of $25.16 and a 12-month high of $29.72. The firm has a market capitalization of $19.80 billion, a P/E ratio of 15.04 and a beta of 0.74. The stock has a fifty day moving average of $28.16 and a 200-day moving average of $27.85.
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.
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