New Insight Wealth Advisors Has $10.78 Million Position in Schwab US Dividend Equity ETF $SCHD

New Insight Wealth Advisors reduced its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 32.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 394,799 shares of the company’s stock after selling 186,070 shares during the quarter. Schwab US Dividend Equity ETF comprises about 4.1% of New Insight Wealth Advisors’ portfolio, making the stock its 5th largest position. New Insight Wealth Advisors’ holdings in Schwab US Dividend Equity ETF were worth $10,778,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHD. BLVD Private Wealth LLC increased its stake in Schwab US Dividend Equity ETF by 1.1% in the third quarter. BLVD Private Wealth LLC now owns 50,800 shares of the company’s stock valued at $1,387,000 after acquiring an additional 534 shares during the last quarter. Beacon Financial Advisory LLC increased its stake in shares of Schwab US Dividend Equity ETF by 6.9% in the 3rd quarter. Beacon Financial Advisory LLC now owns 29,612 shares of the company’s stock valued at $808,000 after purchasing an additional 1,909 shares during the last quarter. Smithbridge Asset Management Inc. DE raised its holdings in shares of Schwab US Dividend Equity ETF by 5.6% during the 3rd quarter. Smithbridge Asset Management Inc. DE now owns 382,259 shares of the company’s stock worth $10,436,000 after buying an additional 20,162 shares in the last quarter. Walkner Condon Financial Advisors LLC lifted its position in shares of Schwab US Dividend Equity ETF by 10.0% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 39,432 shares of the company’s stock worth $1,076,000 after buying an additional 3,591 shares during the last quarter. Finally, Emerald Advisors LLC boosted its stake in Schwab US Dividend Equity ETF by 3.7% in the third quarter. Emerald Advisors LLC now owns 137,450 shares of the company’s stock valued at $3,752,000 after buying an additional 4,843 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.4%

SCHD stock opened at $28.90 on Friday. The firm has a 50-day moving average price of $27.64 and a 200-day moving average price of $27.34. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month high of $29.11. The stock has a market capitalization of $75.72 billion, a P/E ratio of 14.57 and a beta of 0.77.

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.