Atlas Wealth Partners LLC Has $2.34 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Atlas Wealth Partners LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 222.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 85,709 shares of the company’s stock after purchasing an additional 59,157 shares during the period. Schwab US Dividend Equity ETF accounts for 3.0% of Atlas Wealth Partners LLC’s holdings, making the stock its 7th biggest holding. Atlas Wealth Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,342,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Sumitomo Life Insurance Co. raised its position in shares of Schwab US Dividend Equity ETF by 200.0% in 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. Orgel Wealth Management LLC increased its position in Schwab US Dividend Equity ETF by 159.8% during the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after buying an additional 6,804,908 shares in the last quarter. Strategic Financial Concepts LLC raised its stake in Schwab US Dividend Equity ETF by 9,346.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 3,576,526 shares of the company’s stock valued at $97,711,000 after buying an additional 3,538,664 shares during the last quarter. Keystone Financial Planning Inc. boosted its holdings in Schwab US Dividend Equity ETF by 188.6% in the fourth quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after acquiring an additional 3,506,729 shares in the last quarter. Finally, HHM Wealth Advisors LLC grew its stake in shares of Schwab US Dividend Equity ETF by 207.3% during the fourth quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock worth $133,119,000 after acquiring an additional 3,286,917 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.7 %

SCHD stock opened at $27.87 on Wednesday. The stock has a market capitalization of $19.55 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 52 week low of $25.16 and a 52 week high of $29.72. The firm has a 50 day moving average of $27.81 and a 200 day moving average of $27.99.

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.