Serenus Wealth Advisors LLC Invests $243,000 in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Serenus Wealth Advisors LLC acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,883 shares of the company’s stock, valued at approximately $243,000.

Several other large investors have also bought and sold shares of the company. Sumitomo Life Insurance Co. boosted its stake in shares of Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after acquiring an additional 17,880,000 shares in the last quarter. LPL Financial LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 3.1% during the third quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after purchasing an additional 350,872 shares during the last quarter. Orgel Wealth Management LLC boosted its position in shares of Schwab US Dividend Equity ETF by 159.8% in the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after purchasing an additional 6,804,908 shares during the period. Keystone Financial Planning Inc. increased its stake in Schwab US Dividend Equity ETF by 188.6% in the 4th 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. Finally, HHM Wealth Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 207.3% during the 4th quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock worth $133,119,000 after buying an additional 3,286,917 shares during the period.

Schwab US Dividend Equity ETF Trading Down 0.7 %

SCHD stock opened at $27.56 on Friday. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72. The firm has a 50-day moving average of $27.89 and a two-hundred day moving average of $27.97. The firm has a market capitalization of $19.33 billion, a PE ratio of 15.04 and a beta of 0.74.

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.