Liberty Square Wealth Partners LLC Takes $16.20 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Liberty Square Wealth Partners LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 582,967 shares of the company’s stock, valued at approximately $16,201,000. Schwab US Dividend Equity ETF makes up about 5.9% of Liberty Square Wealth Partners LLC’s holdings, making the stock its 5th biggest holding.

A number of other large investors have also modified their holdings of SCHD. Ritter Daniher Financial Advisory LLC DE grew its stake in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Ritter Daniher Financial Advisory LLC DE now owns 975 shares of the company’s stock valued at $27,000 after purchasing an additional 650 shares in the last quarter. PFG Private Wealth Management LLC grew its stake in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. PFG Private Wealth Management LLC now owns 1,029 shares of the company’s stock valued at $28,000 after purchasing an additional 686 shares in the last quarter. Morton Brown Family Wealth LLC grew its stake in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Morton Brown Family Wealth LLC now owns 1,152 shares of the company’s stock valued at $31,000 after purchasing an additional 768 shares in the last quarter. Moisand Fitzgerald Tamayo LLC grew its stake in Schwab US Dividend Equity ETF by 294.3% during the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 1,041 shares of the company’s stock valued at $28,000 after purchasing an additional 777 shares in the last quarter. Finally, Raleigh Capital Management Inc. grew its stake in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. Raleigh Capital Management Inc. now owns 1,176 shares of the company’s stock valued at $32,000 after purchasing an additional 784 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.3%

Shares of NYSEARCA SCHD opened at $25.89 on Friday. Schwab US Dividend Equity ETF has a fifty-two week low of $23.87 and a fifty-two week high of $29.72. The business has a 50 day moving average price of $26.18 and a two-hundred day moving average price of $27.44. The firm has a market cap of $67.31 billion, a PE ratio of 15.01 and a beta of 0.82.

About Schwab US Dividend Equity ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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