Everhart Financial Group Inc. Sells 6,115 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Everhart Financial Group Inc. lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.8% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 122,486 shares of the company’s stock after selling 6,115 shares during the period. Everhart Financial Group Inc.’s holdings in Schwab US Dividend Equity ETF were worth $3,425,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Capital & Planning LLC increased its position in Schwab US Dividend Equity ETF by 128.2% in the fourth quarter. Capital & Planning LLC now owns 21,196 shares of the company’s stock worth $579,000 after purchasing an additional 11,906 shares during the period. Ironwood Wealth Management LLC. grew its position in shares of Schwab US Dividend Equity ETF by 413.8% during the 4th quarter. Ironwood Wealth Management LLC. now owns 16,391 shares of the company’s stock worth $448,000 after buying an additional 13,201 shares during the period. Eagle Capital Management LLC raised its stake in shares of Schwab US Dividend Equity ETF by 204.9% during the fourth quarter. Eagle Capital Management LLC now owns 862,365 shares of the company’s stock worth $23,560,000 after buying an additional 579,549 shares during the last quarter. Brighton Jones LLC boosted its stake in Schwab US Dividend Equity ETF by 404.6% in the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after acquiring an additional 84,262 shares during the last quarter. Finally, Revolve Wealth Partners LLC raised its position in shares of Schwab US Dividend Equity ETF by 206.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.6%

NYSEARCA:SCHD opened at $27.02 on Friday. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $29.72. The stock’s fifty day simple moving average is $25.90 and its 200-day simple moving average is $27.21. The firm has a market capitalization of $70.25 billion, a P/E ratio of 15.93 and a beta of 0.82.

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.