Capasso Planning Partners LLC Sells 21,885 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Capasso Planning Partners LLC reduced its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 17.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 103,213 shares of the company’s stock after selling 21,885 shares during the quarter. Schwab US Dividend Equity ETF makes up 1.2% of Capasso Planning Partners LLC’s portfolio, making the stock its 15th largest holding. Capasso Planning Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,886,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of SCHD. Ritter Daniher Financial Advisory LLC DE lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Ritter Daniher Financial Advisory LLC DE now owns 975 shares of the company’s stock valued at $27,000 after acquiring an additional 650 shares during the period. Opal Wealth Advisors LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter worth about $27,000. PFG Private Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. PFG Private Wealth Management LLC now owns 1,029 shares of the company’s stock valued at $28,000 after purchasing an additional 686 shares during the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at about $29,000. Finally, Summit Securities Group LLC bought a new stake in Schwab US Dividend Equity ETF during the fourth quarter worth about $33,000.

Schwab US Dividend Equity ETF Trading Down 2.0%

NYSEARCA SCHD opened at $26.20 on Thursday. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $29.72. The company has a 50 day moving average of $26.17 and a 200-day moving average of $27.05. The firm has a market cap of $68.12 billion, a price-to-earnings ratio of 14.34 and a beta of 0.80.

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.