Kiley Juergens Wealth Management LLC Boosts Holdings in Schwab US Dividend Equity ETF $SCHD

Kiley Juergens Wealth Management LLC boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 576,328 shares of the company’s stock after acquiring an additional 20,556 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 3.4% of Kiley Juergens Wealth Management LLC’s investment portfolio, making the stock its 10th biggest holding. Kiley Juergens Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $15,809,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHD. Mountain Hill Investment Partners Corp. raised its position in Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after acquiring an additional 832 shares in the last quarter. Biltmore Family Office LLC raised its position in shares of Schwab US Dividend Equity ETF by 116.4% in the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after purchasing an additional 524 shares during the period. Triumph Capital Management bought a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at about $33,000. KERR FINANCIAL PLANNING Corp bought a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at about $35,000. Finally, Reyes Financial Architecture Inc. raised its position in shares of Schwab US Dividend Equity ETF by 1,903.1% in the third quarter. Reyes Financial Architecture Inc. now owns 1,302 shares of the company’s stock valued at $36,000 after purchasing an additional 1,237 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $30.81 on Friday. The firm has a market capitalization of $86.55 billion, a PE ratio of 14.57 and a beta of 0.70. The company’s 50-day moving average is $31.04 and its 200-day moving average is $28.86. Schwab US Dividend Equity ETF has a fifty-two week low of $24.76 and a fifty-two week high of $31.95.

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.