Schwab US Dividend Equity ETF $SCHD Shares Acquired by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 576,328 shares of the company’s stock after purchasing an additional 20,556 shares during the quarter. Schwab US Dividend Equity ETF makes up about 3.4% of Kiley Juergens Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. Kiley Juergens Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $15,809,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in SCHD. Mountain Hill Investment Partners Corp. raised its position in Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after acquiring an additional 832 shares in the last quarter. Biltmore Family Office LLC raised its position in Schwab US Dividend Equity ETF by 116.4% during the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock worth $27,000 after acquiring an additional 524 shares in the last quarter. Triumph Capital Management bought a new stake in Schwab US Dividend Equity ETF during the third quarter worth $33,000. KERR FINANCIAL PLANNING Corp bought a new stake in Schwab US Dividend Equity ETF during the third quarter worth $35,000. Finally, Reyes Financial Architecture Inc. raised its position in Schwab US Dividend Equity ETF by 1,903.1% during the third quarter. Reyes Financial Architecture Inc. now owns 1,302 shares of the company’s stock worth $36,000 after acquiring an additional 1,237 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.5%

NYSEARCA SCHD opened at $30.81 on Friday. The firm’s fifty day moving average price is $31.04 and its two-hundred day moving average price is $28.86. Schwab US Dividend Equity ETF has a 1 year low of $24.76 and a 1 year high of $31.95. The firm has a market capitalization of $86.55 billion, a P/E ratio of 14.57 and a beta of 0.70.

About Schwab US Dividend Equity ETF

(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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