Stewardship Concepts Financial Services LLC Makes New Investment in Schwab US Dividend Equity ETF $SCHD

Stewardship Concepts Financial Services LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 291,786 shares of the company’s stock, valued at approximately $8,018,000. Schwab US Dividend Equity ETF accounts for approximately 6.8% of Stewardship Concepts Financial Services LLC’s portfolio, making the stock its 3rd biggest holding.

Several other institutional investors also recently made changes to their positions in SCHD. Ellis Investment Partners LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 1.1% in the 3rd quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock valued at $938,000 after purchasing an additional 375 shares in the last quarter. Harbor Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 4.8% during the third quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after buying an additional 383 shares in the last quarter. Westside Investment Management Inc. boosted its holdings in Schwab US Dividend Equity ETF by 5.6% during the third quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock worth $198,000 after buying an additional 383 shares in the last quarter. International Private Wealth Advisors LLC grew its position in Schwab US Dividend Equity ETF by 3.3% during the fourth quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after buying an additional 397 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. grew its position in Schwab US Dividend Equity ETF by 3.4% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock worth $339,000 after buying an additional 402 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $30.56 on Friday. The company has a 50-day moving average of $30.90 and a two-hundred day moving average of $28.66. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $31.95. The stock has a market cap of $84.52 billion, a PE 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.