16,179 Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Bought by Heritage Oak Wealth Advisors LLC

Heritage Oak Wealth Advisors LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 16,179 shares of the company’s stock, valued at approximately $442,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. First Command Advisory Services Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 237.2% in the fourth quarter. First Command Advisory Services Inc. now owns 876,556 shares of the company’s stock valued at $23,948,000 after buying an additional 616,588 shares during the period. Proficio Capital Partners LLC lifted its position in shares of Schwab US Dividend Equity ETF by 9,466.8% in the 4th quarter. Proficio Capital Partners LLC now owns 382,671 shares of the company’s stock worth $10,455,000 after acquiring an additional 378,671 shares during the period. Oppenheimer & Co. Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 245.2% during the 4th quarter. Oppenheimer & Co. Inc. now owns 460,810 shares of the company’s stock worth $12,589,000 after purchasing an additional 327,310 shares in the last quarter. Oppenheimer Asset Management Inc. increased its position in shares of Schwab US Dividend Equity ETF by 199.5% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 180,207 shares of the company’s stock valued at $4,923,000 after purchasing an additional 120,038 shares during the period. Finally, Kovack Advisors Inc. increased its position in shares of Schwab US Dividend Equity ETF by 229.8% during the fourth quarter. Kovack Advisors Inc. now owns 59,244 shares of the company’s stock valued at $1,619,000 after purchasing an additional 41,279 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $28.15 on Thursday. Schwab US Dividend Equity ETF has a one year low of $25.18 and a one year high of $29.72. The stock has a fifty day moving average price of $27.73 and a 200 day moving average price of $28.08. The stock has a market cap of $68.97 billion, a P/E ratio of 17.48 and a beta of 0.88.

About Schwab US Dividend Equity ETF

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.