Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Sard Wealth Management Group LLC’s 6th Largest Position

Sard Wealth Management Group LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 197.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 413,673 shares of the company’s stock after acquiring an additional 274,473 shares during the period. Schwab US Dividend Equity ETF accounts for about 7.6% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 6th largest position. Sard Wealth Management Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $11,302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Colorado Capital Management Inc. boosted its holdings in Schwab US Dividend Equity ETF by 1.1% in the third quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock valued at $980,000 after acquiring an additional 121 shares during the last quarter. Brick & Kyle Associates grew its stake in shares of Schwab US Dividend Equity ETF by 2.9% during the second quarter. Brick & Kyle Associates now owns 4,551 shares of the company’s stock valued at $354,000 after acquiring an additional 130 shares in the last quarter. Ascent Group LLC raised its position in shares of Schwab US Dividend Equity ETF by 1.2% in the 2nd quarter. Ascent Group LLC now owns 12,091 shares of the company’s stock valued at $940,000 after purchasing an additional 145 shares in the last quarter. Sunflower Bank N.A. raised its holdings in Schwab US Dividend Equity ETF by 4.2% in the third quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after acquiring an additional 185 shares in the last quarter. Finally, Sound Income Strategies LLC lifted its position in shares of Schwab US Dividend Equity ETF by 12.5% during the third quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after purchasing an additional 191 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.0 %

NYSEARCA:SCHD opened at $27.83 on Friday. The company has a market cap of $19.52 billion, a PE ratio of 15.04 and a beta of 0.74. The business’s 50 day moving average is $28.21 and its two-hundred day moving average is $27.79. Schwab US Dividend Equity ETF has a 52 week low of $24.97 and a 52 week 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.