Castle Wealth Management LLC Boosts Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Castle Wealth Management LLC grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 194.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,411 shares of the company’s stock after purchasing an additional 9,523 shares during the quarter. Castle Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $394,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Central Pacific Bank Trust Division lifted its stake in shares of Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock worth $25,000 after purchasing an additional 604 shares during the period. Hoese & Co LLP purchased a new position in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $26,000. IFS Advisors LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 184.4% during the 4th quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after purchasing an additional 699 shares during the period. Kennebec Savings Bank purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $31,000. Finally, Olistico Wealth LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 202.2% during the 4th 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 period.

Schwab US Dividend Equity ETF Stock Down 0.8 %

Shares of Schwab US Dividend Equity ETF stock opened at $27.65 on Thursday. Schwab US Dividend Equity ETF has a fifty-two week low of $25.16 and a fifty-two week high of $29.72. The firm has a market cap of $19.40 billion, a PE ratio of 15.04 and a beta of 0.74. The business’s fifty day moving average is $27.79 and its two-hundred day moving average is $28.00.

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.