Successful Portfolios LLC Trims Holdings in Schwab US Dividend Equity ETF $SCHD

Successful Portfolios LLC decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,372 shares of the company’s stock after selling 466 shares during the quarter. Successful Portfolios LLC’s holdings in Schwab US Dividend Equity ETF were worth $381,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCHD. Brighton Jones LLC raised its position in Schwab US Dividend Equity ETF by 404.6% in the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after purchasing an additional 51,696 shares during the last quarter. Bison Wealth LLC raised its position in Schwab US Dividend Equity ETF by 234.4% in the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares during the last quarter. GAMMA Investing LLC raised its position in Schwab US Dividend Equity ETF by 2,394.1% during the 1st quarter. GAMMA Investing LLC now owns 243,252 shares of the company’s stock worth $6,801,000 after buying an additional 233,499 shares during the last quarter. Finally, Apella Capital LLC purchased a new position in Schwab US Dividend Equity ETF during the 1st quarter worth $217,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.41 on Friday. The company has a market cap of $71.87 billion, a P/E ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a one year low of $23.87 and a one year high of $29.72. The firm has a fifty day moving average of $27.33 and a two-hundred day moving average of $26.77.

About Schwab US Dividend Equity ETF

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.