Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by SRS Capital Advisors Inc.

SRS Capital Advisors Inc. lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 267.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 238,967 shares of the company’s stock after acquiring an additional 173,947 shares during the period. SRS Capital Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $6,529,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in SCHD. First Trust Direct Indexing L.P. raised its holdings in shares of Schwab US Dividend Equity ETF by 21.0% in the 3rd quarter. First Trust Direct Indexing L.P. now owns 10,073 shares of the company’s stock valued at $851,000 after buying an additional 1,745 shares during the period. JFS Wealth Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 61.1% in the 3rd quarter. JFS Wealth Advisors LLC now owns 1,548 shares of the company’s stock valued at $131,000 after buying an additional 587 shares during the period. Gladstone Institutional Advisory LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 29.9% in the 3rd quarter. Gladstone Institutional Advisory LLC now owns 39,099 shares of the company’s stock valued at $3,305,000 after buying an additional 8,998 shares during the period. Keystone Financial Planning Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 5.4% in the 3rd quarter. Keystone Financial Planning Inc. now owns 1,858,898 shares of the company’s stock valued at $157,133,000 after buying an additional 94,765 shares during the period. Finally, Atlas Financial Advisors Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 24.7% in the 3rd quarter. Atlas Financial Advisors Inc. now owns 5,451 shares of the company’s stock valued at $461,000 after buying an additional 1,080 shares during the period.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $28.54 on Friday. The business has a fifty day moving average price of $27.78 and a 200 day moving average price of $28.10. The stock has a market capitalization of $69.92 billion, a price-to-earnings ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12 month low of $25.18 and a 12 month high of $29.72.

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.