Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is OLIO Financial Planning’s 9th Largest Position

OLIO Financial Planning boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 219.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 164,378 shares of the company’s stock after purchasing an additional 112,925 shares during the period. Schwab US Dividend Equity ETF makes up about 1.6% of OLIO Financial Planning’s portfolio, making the stock its 9th biggest position. OLIO Financial Planning’s holdings in Schwab US Dividend Equity ETF were worth $4,491,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of SCHD. Central Pacific Bank Trust Division boosted its position in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock valued at $25,000 after buying an additional 604 shares during the last quarter. Hoese & Co LLP purchased a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at $26,000. IFS Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 184.4% in the fourth quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after acquiring an additional 699 shares during the period. Kennebec Savings Bank acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter worth $31,000. Finally, Olistico Wealth LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 202.2% during the fourth quarter. Olistico Wealth LLC now owns 1,118 shares of the company’s stock worth $31,000 after purchasing an additional 748 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $28.07 on Monday. The firm’s fifty day moving average is $28.10 and its two-hundred day moving average is $27.92. The firm has a market cap of $19.69 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72.

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.