North Star Investment Management Corp. Acquires 16,049 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

North Star Investment Management Corp. lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 26.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 76,430 shares of the company’s stock after purchasing an additional 16,049 shares during the period. North Star Investment Management Corp.’s holdings in Schwab US Dividend Equity ETF were worth $2,137,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in SCHD. Capital & Planning LLC grew its stake in shares of Schwab US Dividend Equity ETF by 128.2% in the 4th quarter. Capital & Planning LLC now owns 21,196 shares of the company’s stock valued at $579,000 after purchasing an additional 11,906 shares during the period. 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 valued at $448,000 after acquiring an additional 13,201 shares during the last quarter. 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 valued at $23,560,000 after acquiring an additional 579,549 shares during the last quarter. Brighton Jones LLC raised its stake in Schwab US Dividend Equity ETF by 404.6% during 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 during the period. Finally, Revolve Wealth Partners LLC raised its stake in Schwab US Dividend Equity ETF by 206.9% during 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 during the period.

Schwab US Dividend Equity ETF Trading Down 0.4%

SCHD stock opened at $26.90 on Friday. The stock has a 50-day moving average price of $25.95 and a two-hundred day moving average price of $27.17. The stock has a market cap of $69.94 billion, a PE 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.

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.