Lakeshore Financial Planning Inc. reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 363,303 shares of the company’s stock after selling 16,406 shares during the quarter. Schwab US Dividend Equity ETF comprises 3.7% of Lakeshore Financial Planning Inc.’s holdings, making the stock its 7th largest position. Lakeshore Financial Planning Inc.’s holdings in Schwab US Dividend Equity ETF were worth $11,520,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors also recently made changes to their positions in the company. Byrne Asset Management LLC bought a new position in shares of Schwab US Dividend Equity ETF during the second quarter worth approximately $26,000. DiNuzzo Private Wealth Inc. bought a new position in Schwab US Dividend Equity ETF during the 2nd quarter worth $27,000. Merrithew & Thorsten Inc acquired a new stake in shares of Schwab US Dividend Equity ETF during the fourth quarter worth $25,000. Ashton Thomas Securities LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the first quarter valued at about $32,000. Finally, Dynamic Wealth Strategies LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at about $29,000.
Schwab US Dividend Equity ETF Stock Performance
NYSEARCA:SCHD opened at $35.08 on Friday. Schwab US Dividend Equity ETF has a 52 week low of $26.32 and a 52 week high of $35.31. The firm’s 50-day simple moving average is $33.58 and its 200 day simple moving average is $32.23. The firm has a market cap of $108.99 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67.
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.
See Also
- Five stocks we like better than Schwab US Dividend Equity ETF
- The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story
- NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now
- Dropping the Dough: Yum! Brands Strategically Trims the Fat
- These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern
Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report).
Receive News & Ratings for Schwab US Dividend Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Dividend Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.
