Capital Advisors Inc. OK Grows Stake in Schwab US Dividend Equity ETF $SCHD

Capital Advisors Inc. OK grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 42,248 shares of the company’s stock after buying an additional 1,521 shares during the quarter. Capital Advisors Inc. OK’s holdings in Schwab US Dividend Equity ETF were worth $1,120,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of SCHD. Brighton Jones LLC lifted 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 during the period. Revolve Wealth Partners LLC lifted 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 during the period. Bison Wealth LLC lifted its holdings in Schwab US Dividend Equity ETF by 234.4% in the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after buying an additional 309,400 shares during the period. GAMMA Investing LLC raised its position in shares of Schwab US Dividend Equity ETF by 2,394.1% in the 1st quarter. GAMMA Investing LLC now owns 243,252 shares of the company’s stock worth $6,801,000 after acquiring an additional 233,499 shares in the last quarter. Finally, Sovereign Financial Group Inc. raised its position in shares of Schwab US Dividend Equity ETF by 6.7% in the 1st quarter. Sovereign Financial Group Inc. now owns 15,038 shares of the company’s stock worth $420,000 after acquiring an additional 940 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $27.41 on Monday. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.72. The firm has a market capitalization of $71.87 billion, a P/E ratio of 14.57 and a beta of 0.88. The stock has a 50 day moving average price of $27.33 and a 200-day moving average price of $26.75.

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.