Schwab US Dividend Equity ETF $SCHD Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 466,646 shares of the company’s stock after acquiring an additional 20,265 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $12,366,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHD. Opal Wealth Advisors LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter valued at $27,000. Kozak & Associates Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 476.1% in the 2nd quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock valued at $31,000 after buying an additional 938 shares during the period. PrairieView Partners LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 57.3% in the 2nd quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock valued at $33,000 after buying an additional 467 shares during the period. Financial Management Professionals Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 241.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock valued at $34,000 after buying an additional 907 shares during the period. Finally, Cooksen Wealth LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter valued at $38,000.

Schwab US Dividend Equity ETF Trading Down 1.7%

SCHD stock opened at $26.54 on Friday. The company has a market capitalization of $69.35 billion, a PE ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $29.72. The business’s fifty day moving average price is $27.36 and its 200 day moving average price is $26.73.

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.