Bull Oak Capital LLC grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 181.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,102 shares of the company’s stock after buying an additional 5,226 shares during the quarter. Schwab US Dividend Equity ETF makes up 0.1% of Bull Oak Capital LLC’s portfolio, making the stock its 22nd largest position. Bull Oak Capital LLC’s holdings in Schwab US Dividend Equity ETF were worth $221,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Kennebec Savings Bank acquired a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $31,000. Legacy Investment Solutions LLC bought a new position in Schwab US Dividend Equity ETF in the third quarter valued at about $34,000. Cassady Schiller Wealth Management LLC acquired a new stake in Schwab US Dividend Equity ETF in the third quarter worth about $38,000. Phillips Financial Management LLC raised its holdings in Schwab US Dividend Equity ETF by 144.8% during the 3rd quarter. Phillips Financial Management LLC now owns 661 shares of the company’s stock worth $56,000 after purchasing an additional 391 shares during the last quarter. Finally, Hobbs Group Advisors LLC acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at about $68,000.
Schwab US Dividend Equity ETF Trading Down 1.1 %
Shares of NYSEARCA SCHD opened at $28.15 on Thursday. The firm has a market capitalization of $68.97 billion, a PE ratio of 17.48 and a beta of 0.88. The firm’s 50-day moving average is $27.73 and its 200-day moving average is $28.08. Schwab US Dividend Equity ETF has a 1 year low of $25.18 and a 1 year high of $29.72.
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.
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