Schwab US Dividend Equity ETF $SCHD Shares Purchased by Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 6.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,747,762 shares of the company’s stock after acquiring an additional 103,979 shares during the period. Schwab US Dividend Equity ETF comprises approximately 27.3% of Sarver Vrooman Wealth Advisors’ holdings, making the stock its 2nd largest holding. Sarver Vrooman Wealth Advisors owned 0.07% of Schwab US Dividend Equity ETF worth $47,941,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. increased its holdings in Schwab US Dividend Equity ETF by 2.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,616,851 shares of the company’s stock valued at $126,040,000 after purchasing an additional 95,857 shares in the last quarter. Elmwood Wealth Management Inc. acquired a new stake in Schwab US Dividend Equity ETF during the 4th quarter valued at $1,003,000. Bell Bank increased its holdings in Schwab US Dividend Equity ETF by 53.3% during the 4th quarter. Bell Bank now owns 104,155 shares of the company’s stock valued at $2,857,000 after purchasing an additional 36,212 shares in the last quarter. Aspire Capital Advisors LLC increased its holdings in Schwab US Dividend Equity ETF by 2.9% during the 4th quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock valued at $29,184,000 after purchasing an additional 30,146 shares in the last quarter. Finally, BIP Wealth LLC bought a new position in Schwab US Dividend Equity ETF in the 4th quarter valued at $1,589,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD opened at $32.37 on Thursday. The firm has a market capitalization of $91.89 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. The business’s fifty day moving average price is $31.42 and its two-hundred day moving average price is $30.00. Schwab US Dividend Equity ETF has a 52 week low of $26.16 and a 52 week high of $32.91.

Schwab US Dividend Equity ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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