Schwab US Dividend Equity ETF $SCHD Shares Acquired by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 6.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 263,090 shares of the company’s stock after purchasing an additional 16,289 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,972,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in SCHD. Lederer & Associates Investment Counsel CA raised its holdings in Schwab US Dividend Equity ETF by 1.5% during the 2nd quarter. Lederer & Associates Investment Counsel CA now owns 25,162 shares of the company’s stock worth $667,000 after buying an additional 375 shares during the period. Madden Advisory Services Inc. increased its holdings in shares of Schwab US Dividend Equity ETF by 0.3% in the 2nd quarter. Madden Advisory Services Inc. now owns 113,315 shares of the company’s stock valued at $3,003,000 after purchasing an additional 383 shares during the period. Bellevue Asset Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 1.2% in the 2nd quarter. Bellevue Asset Management LLC now owns 33,109 shares of the company’s stock valued at $877,000 after purchasing an additional 389 shares during the period. Cowa LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 0.3% in the 1st quarter. Cowa LLC now owns 121,867 shares of the company’s stock valued at $3,407,000 after purchasing an additional 394 shares during the period. Finally, Gateway Wealth Partners LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 3.2% in the 1st quarter. Gateway Wealth Partners LLC now owns 12,883 shares of the company’s stock valued at $360,000 after purchasing an additional 400 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $26.78 on Thursday. The company has a market capitalization of $69.78 billion, a price-to-earnings ratio of 14.57 and a beta of 0.88. 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’s 50-day moving average is $27.36 and its 200-day moving average is $26.72.

Schwab US Dividend Equity ETF Company Profile

(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.

See Also

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

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