Principia Wealth Advisory LLC Has $3.74 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Principia Wealth Advisory LLC decreased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 23.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 117,965 shares of the company’s stock after selling 35,921 shares during the period. Schwab US Dividend Equity ETF accounts for 0.8% of Principia Wealth Advisory LLC’s portfolio, making the stock its 17th largest position. Principia Wealth Advisory LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,742,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. MeadowBrook Investment Advisors LLC lifted its position in Schwab US Dividend Equity ETF by 3.3% during the 1st quarter. MeadowBrook Investment Advisors LLC now owns 10,182 shares of the company’s stock valued at $312,000 after purchasing an additional 325 shares during the period. Semus Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 0.7% in the 1st quarter. Semus Wealth Partners LLC now owns 51,317 shares of the company’s stock valued at $1,574,000 after purchasing an additional 347 shares during the period. Harmony Asset Management LLC grew its stake in shares of Schwab US Dividend Equity ETF by 3.8% during the first quarter. Harmony Asset Management LLC now owns 9,585 shares of the company’s stock worth $294,000 after purchasing an additional 354 shares during the period. Angeles Wealth Management LLC grew its stake in shares of Schwab US Dividend Equity ETF by 2.1% during the second quarter. Angeles Wealth Management LLC now owns 17,832 shares of the company’s stock worth $565,000 after purchasing an additional 369 shares during the period. Finally, Commonwealth Financial Services LLC increased its holdings in Schwab US Dividend Equity ETF by 1.8% in the first quarter. Commonwealth Financial Services LLC now owns 20,837 shares of the company’s stock valued at $639,000 after purchasing an additional 374 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $34.80 on Monday. Schwab US Dividend Equity ETF has a 1-year low of $26.32 and a 1-year high of $35.31. The business’s 50-day moving average price is $33.63 and its two-hundred day moving average price is $32.25. The firm has a market capitalization of $108.12 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF Company 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.