WESPAC Advisors LLC Has $209,000 Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

WESPAC Advisors LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 202.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,633 shares of the company’s stock after purchasing an additional 5,110 shares during the period. WESPAC Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $209,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of SCHD. Kennebec Savings Bank acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth $31,000. Legacy Investment Solutions LLC acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth $34,000. Barrett & Company Inc. acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth $34,000. Cassady Schiller Wealth Management LLC acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth $38,000. Finally, Phillips Financial Management LLC lifted its position in Schwab US Dividend Equity ETF by 144.8% during the 3rd quarter. Phillips Financial Management LLC now owns 661 shares of the company’s stock worth $56,000 after acquiring an additional 391 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $28.21 on Monday. The firm has a fifty day moving average price of $27.69 and a two-hundred day moving average price of $28.05. The firm has a market cap of $69.11 billion, a price-to-earnings ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 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.