Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is TrueWealth Advisors LLC’s 9th Largest Position

TrueWealth Advisors LLC raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 153.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 224,124 shares of the company’s stock after purchasing an additional 135,561 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 2.0% of TrueWealth Advisors LLC’s portfolio, making the stock its 9th largest holding. TrueWealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,123,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Keystone Financial Planning Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 188.6% during 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 in the last quarter. Marquette Asset Management LLC lifted its position in Schwab US Dividend Equity ETF by 200.7% during the 4th quarter. Marquette Asset Management LLC now owns 2,017,395 shares of the company’s stock worth $55,115,000 after acquiring an additional 1,346,461 shares in the last quarter. Burkett Financial Services LLC boosted its holdings in Schwab US Dividend Equity ETF by 201.1% in the 4th quarter. Burkett Financial Services LLC now owns 1,542,139 shares of the company’s stock worth $42,131,000 after acquiring an additional 1,030,031 shares during the period. Wealthcare Advisory Partners LLC raised its stake in shares of Schwab US Dividend Equity ETF by 213.5% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 1,409,906 shares of the company’s stock valued at $38,519,000 after purchasing an additional 960,196 shares during the period. Finally, Noble Family Wealth LLC lifted its position in shares of Schwab US Dividend Equity ETF by 215.4% during the fourth quarter. Noble Family Wealth LLC now owns 1,202,238 shares of the company’s stock worth $32,737,000 after purchasing an additional 821,050 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.6 %

SCHD opened at $27.99 on Friday. Schwab US Dividend Equity ETF has a twelve month low of $25.03 and a twelve month high of $29.72. The firm has a market cap of $19.63 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company has a fifty day simple moving average of $28.19 and a 200 day simple moving average of $27.81.

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.