Sims Investment Management LLC Has $16.59 Million Position in Schwab US Dividend Equity ETF $SCHD

Sims Investment Management LLC increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 0.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 625,972 shares of the company’s stock after buying an additional 3,173 shares during the quarter. Schwab US Dividend Equity ETF accounts for 6.7% of Sims Investment Management LLC’s portfolio, making the stock its 4th largest position. Sims Investment Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $16,588,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of SCHD. Kozak & Associates Inc. increased its stake in Schwab US Dividend Equity ETF by 476.1% in the 2nd quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after purchasing an additional 938 shares during the period. PrairieView Partners LLC increased its stake in Schwab US Dividend Equity ETF by 57.3% in the 2nd quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock worth $33,000 after purchasing an additional 467 shares during the period. Financial Management Professionals Inc. increased its stake in Schwab US Dividend Equity ETF by 241.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after purchasing an additional 907 shares during the period. Cooksen Wealth LLC purchased a new position in Schwab US Dividend Equity ETF in the 1st quarter worth approximately $38,000. Finally, Optimum Investment Advisors increased its stake in Schwab US Dividend Equity ETF by 57.6% in the 1st quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock worth $39,000 after purchasing an additional 505 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

SCHD opened at $26.79 on Friday. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.72. The stock has a market capitalization of $69.65 billion, a PE ratio of 14.57 and a beta of 0.88. The stock’s 50 day moving average price is $27.36 and its 200-day moving average price is $26.70.

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.

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

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