WealthPLAN Partners LLC Invests $3.94 Million in SCHWAB STRATEGI/US DIV EQUITY ETF (SCHD) Stock

WealthPLAN Partners LLC bought a new position in shares of SCHWAB STRATEGI/US DIV EQUITY ETF (NYSEARCA:SCHD) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 80,256 shares of the company’s stock, valued at approximately $3,935,000. SCHWAB STRATEGI/US DIV EQUITY ETF comprises approximately 0.9% of WealthPLAN Partners LLC’s portfolio, making the stock its 28th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. Bank of Montreal Can lifted its stake in SCHWAB STRATEGI/US DIV EQUITY ETF by 40.4% during the 4th quarter. Bank of Montreal Can now owns 3,692 shares of the company’s stock worth $189,000 after acquiring an additional 1,063 shares in the last quarter. SG Americas Securities LLC acquired a new position in shares of SCHWAB STRATEGI/US DIV EQUITY ETF during the fourth quarter worth about $256,000. US Bancorp DE lifted its stake in shares of SCHWAB STRATEGI/US DIV EQUITY ETF by 35.3% during the fourth quarter. US Bancorp DE now owns 4,864 shares of the company’s stock worth $249,000 after purchasing an additional 1,269 shares in the last quarter. Cetera Advisors LLC lifted its stake in shares of SCHWAB STRATEGI/US DIV EQUITY ETF by 27.9% during the fourth quarter. Cetera Advisors LLC now owns 14,395 shares of the company’s stock worth $732,000 after purchasing an additional 3,140 shares in the last quarter. Finally, Wells Fargo & Company MN lifted its stake in shares of SCHWAB STRATEGI/US DIV EQUITY ETF by 13.8% during the fourth quarter. Wells Fargo & Company MN now owns 517,978 shares of the company’s stock worth $26,505,000 after purchasing an additional 63,004 shares in the last quarter.

Shares of SCHWAB STRATEGI/US DIV EQUITY ETF traded up $0.15, hitting $50.89, during trading on Thursday, Marketbeat.com reports. The company’s stock had a trading volume of 4,261 shares, compared to its average volume of 1,084,698. SCHWAB STRATEGI/US DIV EQUITY ETF has a fifty-two week low of $44.75 and a fifty-two week high of $54.60.

Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SCHWAB STRATEGI/US DIV EQUITY ETF (NYSEARCA:SCHD).

Institutional Ownership by Quarter for SCHWAB STRATEGI/US DIV EQUITY ETF (NYSEARCA:SCHD)

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