Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Holdings Raised by Forte Capital LLC ADV

Forte Capital LLC ADV boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 179.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,982 shares of the company’s stock after buying an additional 5,766 shares during the quarter. Forte Capital LLC ADV’s holdings in Schwab US Dividend Equity ETF were worth $245,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Sumitomo Life Insurance Co. lifted its position in Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after buying an additional 17,880,000 shares in the last quarter. LPL Financial LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 3.1% during the 3rd quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after purchasing an additional 350,872 shares in the last quarter. Orgel Wealth Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 159.8% during the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after purchasing an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 188.6% during the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after purchasing an additional 3,506,729 shares in the last quarter. Finally, HHM Wealth Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 207.3% during the 4th quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock valued at $133,119,000 after purchasing an additional 3,286,917 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.4 %

Schwab US Dividend Equity ETF stock opened at $28.21 on Friday. The company has a market capitalization of $69.11 billion, a P/E ratio of 17.48 and a beta of 0.88. The firm’s fifty day simple moving average is $27.69 and its 200-day simple moving average is $28.02. Schwab US Dividend Equity ETF has a 1-year low of $25.18 and a 1-year high of $29.72.

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.