Avantra Family Wealth Inc. Sells 1,152 Shares of Schwab US Dividend Equity ETF $SCHD

Avantra Family Wealth Inc. reduced its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 5.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 21,836 shares of the company’s stock after selling 1,152 shares during the period. Avantra Family Wealth Inc.’s holdings in Schwab US Dividend Equity ETF were worth $579,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Kingstone Capital Partners Texas LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 2nd quarter worth $1,031,129,000. LPL Financial LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 6.8% during the 1st quarter. LPL Financial LLC now owns 38,785,482 shares of the company’s stock worth $1,084,442,000 after buying an additional 2,470,706 shares during the period. Wealthspire Advisors LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 95.2% during the 1st quarter. Wealthspire Advisors LLC now owns 29,554,836 shares of the company’s stock worth $826,353,000 after buying an additional 14,410,724 shares during the period. Avantax Advisory Services Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 6.3% during the 1st quarter. Avantax Advisory Services Inc. now owns 27,640,926 shares of the company’s stock worth $772,840,000 after buying an additional 1,637,300 shares during the period. Finally, Ameriprise Financial Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 0.7% during the 1st quarter. Ameriprise Financial Inc. now owns 17,539,875 shares of the company’s stock worth $491,196,000 after buying an additional 113,330 shares during the period.

Schwab US Dividend Equity ETF Trading Down 0.3%

NYSEARCA SCHD opened at $27.34 on Tuesday. The company has a fifty day simple moving average of $27.33 and a 200 day simple moving average of $26.75. The company has a market cap of $71.64 billion, a P/E ratio of 14.57 and a beta of 0.88. 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.