Columbia Advisory Partners LLC Has $10 Million Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Columbia Advisory Partners LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 134.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 365,881 shares of the company’s stock after buying an additional 209,668 shares during the quarter. Schwab US Dividend Equity ETF makes up 9.3% of Columbia Advisory Partners LLC’s holdings, making the stock its 3rd largest holding. Columbia Advisory Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,996,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. LPL Financial LLC raised its position in shares of Schwab US Dividend Equity ETF by 3.1% during the 3rd quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after buying an additional 350,872 shares in the last quarter. Keystone Financial Planning Inc. lifted its stake in Schwab US Dividend Equity ETF by 188.6% in the fourth quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after purchasing an additional 3,506,729 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in shares of Schwab US Dividend Equity ETF by 7.5% during the third quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after buying an additional 297,674 shares during the last quarter. Orgel Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 1.7% during the 3rd quarter. Orgel Wealth Management LLC now owns 4,257,335 shares of the company’s stock valued at $359,873,000 after acquiring an additional 70,852 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its position in Schwab US Dividend Equity ETF by 2.9% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock valued at $306,788,000 after acquiring an additional 101,637 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $27.30 on Tuesday. Schwab US Dividend Equity ETF has a 12 month low of $24.97 and a 12 month high of $29.72. The firm’s 50-day moving average is $28.27 and its 200 day moving average is $27.78. The company has a market capitalization of $19.15 billion, a PE ratio of 15.04 and a beta of 0.74.

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.