Exencial Wealth Advisors LLC Buys 495,576 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Exencial Wealth Advisors LLC boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 203.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 739,374 shares of the company’s stock after purchasing an additional 495,576 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $20,200,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Clear Creek Financial Management LLC raised its stake in Schwab US Dividend Equity ETF by 11.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 12,761 shares of the company’s stock valued at $1,079,000 after acquiring an additional 1,267 shares during the period. Pure Financial Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 107.4% in the third quarter. Pure Financial Advisors LLC now owns 5,816 shares of the company’s stock worth $492,000 after purchasing an additional 3,012 shares in the last quarter. Forum Financial Management LP raised its position in shares of Schwab US Dividend Equity ETF by 9.7% in the third quarter. Forum Financial Management LP now owns 5,640 shares of the company’s stock valued at $477,000 after purchasing an additional 498 shares during the period. Roman Butler Fullerton & Co. lifted its stake in shares of Schwab US Dividend Equity ETF by 217.7% during the 3rd quarter. Roman Butler Fullerton & Co. now owns 123,363 shares of the company’s stock valued at $10,428,000 after buying an additional 84,533 shares in the last quarter. Finally, Centennial Bank AR bought a new position in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $249,000.

Schwab US Dividend Equity ETF Trading Down 0.5 %

Schwab US Dividend Equity ETF stock opened at $28.40 on Tuesday. The firm has a market capitalization of $69.58 billion, a price-to-earnings ratio of 17.48 and a beta of 0.88. The firm has a 50 day simple moving average of $27.80 and a 200 day simple moving average of $28.12. 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 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.