Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by Collaborative Wealth Managment Inc.

Collaborative Wealth Managment Inc. grew its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 200.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 38,564 shares of the company’s stock after purchasing an additional 25,712 shares during the period. Collaborative Wealth Managment Inc.’s holdings in Schwab US Dividend Equity ETF were worth $1,054,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of SCHD. Eldridge Investment Advisors Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 204.9% during the 4th quarter. Eldridge Investment Advisors Inc. now owns 110,055 shares of the company’s stock worth $3,007,000 after acquiring an additional 73,960 shares during the period. Harbour Investments Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 179.9% during the 4th quarter. Harbour Investments Inc. now owns 2,359,839 shares of the company’s stock worth $64,471,000 after acquiring an additional 1,516,793 shares during the period. Envestnet Portfolio Solutions Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 238.7% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 353,594 shares of the company’s stock worth $9,660,000 after acquiring an additional 249,197 shares during the period. Avalon Trust Co lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Avalon Trust Co now owns 3,420 shares of the company’s stock worth $93,000 after acquiring an additional 2,280 shares during the period. Finally, Tidemark LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 203.5% during the 4th quarter. Tidemark LLC now owns 21,198 shares of the company’s stock worth $579,000 after acquiring an additional 14,213 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $27.64 on Friday. The firm has a market cap of $68.55 billion, a P/E ratio of 17.56 and a beta of 0.86. Schwab US Dividend Equity ETF has a 1-year low of $25.18 and a 1-year high of $29.72. The firm’s 50-day simple moving average is $27.89 and its 200-day simple moving average is $28.13.

About Schwab US Dividend Equity ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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