Blue Rock Wealth Management LLC lowered its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 92.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,878 shares of the company’s stock after selling 142,914 shares during the period. Blue Rock Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $332,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Opal Wealth Advisors LLC bought a new stake in Schwab US Dividend Equity ETF in the first quarter valued at $27,000. Cooksen Wealth LLC bought a new stake in Schwab US Dividend Equity ETF in the first quarter valued at $38,000. Optimum Investment Advisors lifted its position in Schwab US Dividend Equity ETF by 57.6% during the first quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock valued at $39,000 after buying an additional 505 shares during the period. MTM Investment Management LLC purchased a new position in Schwab US Dividend Equity ETF during the first quarter valued at $40,000. Finally, Westside Investment Management Inc. lifted its position in Schwab US Dividend Equity ETF by 3,666.7% during the first quarter. Westside Investment Management Inc. now owns 1,469 shares of the company’s stock valued at $41,000 after buying an additional 1,430 shares during the period.
Schwab US Dividend Equity ETF Trading Up 0.0%
Shares of Schwab US Dividend Equity ETF stock opened at $27.45 on Wednesday. The firm has a market capitalization of $71.60 billion, a P/E ratio of 14.57 and a beta of 0.88. The business has a fifty day simple moving average of $27.28 and a two-hundred day simple moving average of $26.85. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month high of $29.72.
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.
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