Schwab US Dividend Equity ETF $SCHD Holdings Lowered by BOK Financial Private Wealth Inc.

BOK Financial Private Wealth Inc. reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 73,585 shares of the company’s stock after selling 5,105 shares during the period. BOK Financial Private Wealth Inc.’s holdings in Schwab US Dividend Equity ETF were worth $1,950,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Brighton Jones LLC raised its holdings in Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after purchasing an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC increased 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 purchasing an additional 51,696 shares during the period. Bison Wealth LLC raised its stake in shares of 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 worth $12,059,000 after buying an additional 309,400 shares in the last quarter. Principal Financial Group Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF in the first quarter valued at $384,000. Finally, Bank of New York Mellon Corp lifted its holdings in shares of Schwab US Dividend Equity ETF by 10.5% in the first quarter. Bank of New York Mellon Corp now owns 815,366 shares of the company’s stock valued at $22,798,000 after buying an additional 77,461 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.8%

NYSEARCA:SCHD opened at $26.72 on Monday. The business’s 50-day moving average price is $27.14 and its 200 day moving average price is $26.87. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.72. The firm has a market cap of $69.09 billion, a P/E ratio of 14.57 and a beta of 0.77.

Schwab US Dividend Equity ETF 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.