Rockwood Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 34.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,784 shares of the company’s stock after purchasing an additional 3,273 shares during the quarter. Rockwood Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $357,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also recently added to or reduced their stakes in SCHD. Capital & Planning LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 128.2% in the fourth quarter. Capital & Planning LLC now owns 21,196 shares of the company’s stock worth $579,000 after acquiring an additional 11,906 shares in the last quarter. Ironwood Wealth Management LLC. raised its position in shares of Schwab US Dividend Equity ETF by 413.8% during the 4th quarter. Ironwood Wealth Management LLC. now owns 16,391 shares of the company’s stock worth $448,000 after purchasing an additional 13,201 shares during the period. Eagle Capital Management LLC raised its position in shares of Schwab US Dividend Equity ETF by 204.9% during the 4th quarter. Eagle Capital Management LLC now owns 862,365 shares of the company’s stock worth $23,560,000 after purchasing an additional 579,549 shares during the period. Brighton Jones LLC grew its holdings in Schwab US Dividend Equity ETF by 404.6% in the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares in the last quarter. Finally, Revolve Wealth Partners LLC grew its holdings in Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after buying an additional 51,696 shares in the last quarter.
Schwab US Dividend Equity ETF Stock Performance
Shares of NYSEARCA SCHD opened at $26.54 on Friday. The stock has a fifty day moving average price of $25.85 and a two-hundred day moving average price of $27.26. The firm has a market cap of $69.00 billion, a P/E ratio of 15.93 and a beta of 0.82. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $29.72.
About Schwab US Dividend Equity ETF
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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