Eagle Harbor Asset Management Inc. ADV Purchases 46,739 Shares of Schwab US Dividend Equity ETF $SCHD

Eagle Harbor Asset Management Inc. ADV acquired a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 46,739 shares of the company’s stock, valued at approximately $1,520,000. Schwab US Dividend Equity ETF makes up 1.1% of Eagle Harbor Asset Management Inc. ADV’s holdings, making the stock its 21st largest holding.

Several other large investors also recently added to or reduced their stakes in SCHD. Envestnet Asset Management Inc. grew its position in Schwab US Dividend Equity ETF by 2.1% during the second quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock worth $560,222,000 after buying an additional 354,983 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 3.5% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after acquiring an additional 324,778 shares in the last quarter. Royal Bank of Canada raised its holdings in shares of Schwab US Dividend Equity ETF by 8.3% in the 1st quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock valued at $265,563,000 after acquiring an additional 660,876 shares in the last quarter. Keystone Financial Planning Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 0.5% in the 3rd quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock valued at $204,273,000 after acquiring an additional 29,169 shares in the last quarter. Finally, HHM Wealth Advisors LLC boosted its position in shares of Schwab US Dividend Equity ETF by 2.8% during the 1st quarter. HHM Wealth Advisors LLC now owns 5,156,506 shares of the company’s stock valued at $158,202,000 after acquiring an additional 138,225 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Up 1.3%

Shares of SCHD opened at $34.69 on Wednesday. Schwab US Dividend Equity ETF has a 12-month low of $26.32 and a 12-month high of $35.31. The company has a market cap of $116.04 billion, a PE ratio of 14.57 and a beta of 0.68. The stock has a 50-day moving average price of $34.02 and a 200-day moving average price of $32.82.

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.