Holistic Planning LLC Buys 9,874 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Holistic Planning LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 168.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 15,740 shares of the company’s stock after buying an additional 9,874 shares during the quarter. Holistic Planning LLC’s holdings in Schwab US Dividend Equity ETF were worth $430,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Financial Life Planners purchased a new position in shares of Schwab US Dividend Equity ETF in the 4th quarter worth about $80,000. Wealthspan Partners LLC raised its holdings in Schwab US Dividend Equity ETF by 432.4% in the fourth quarter. Wealthspan Partners LLC now owns 85,308 shares of the company’s stock worth $2,331,000 after buying an additional 69,284 shares during the last quarter. Muirfield Wealth Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 205.9% in the fourth quarter. Muirfield Wealth Advisors LLC now owns 82,475 shares of the company’s stock worth $2,253,000 after buying an additional 55,515 shares during the last quarter. Leisure Capital Management lifted its stake in shares of Schwab US Dividend Equity ETF by 350.2% in the fourth quarter. Leisure Capital Management now owns 16,908 shares of the company’s stock worth $462,000 after buying an additional 13,152 shares in the last quarter. Finally, Leading Edge Financial Planning LLC boosted its stake in Schwab US Dividend Equity ETF by 219.3% during the 4th quarter. Leading Edge Financial Planning LLC now owns 15,174 shares of the company’s stock valued at $415,000 after purchasing an additional 10,421 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $27.83 on Monday. The business’s fifty day moving average is $28.02 and its 200 day moving average is $27.96. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72. The stock has a market capitalization of $19.52 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.