Compass Financial Group INC SD Has $3.69 Million Holdings in Schwab US Dividend Equity ETF $SCHD

Compass Financial Group INC SD lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 139,334 shares of the company’s stock after purchasing an additional 3,699 shares during the period. Schwab US Dividend Equity ETF accounts for 0.6% of Compass Financial Group INC SD’s holdings, making the stock its 17th biggest holding. Compass Financial Group INC SD’s holdings in Schwab US Dividend Equity ETF were worth $3,692,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of SCHD. Opal Wealth Advisors LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth $27,000. Kozak & Associates Inc. raised its stake in Schwab US Dividend Equity ETF by 476.1% during the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after buying an additional 938 shares during the last quarter. Financial Management Professionals Inc. raised its stake in Schwab US Dividend Equity ETF by 241.9% during the second quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after buying an additional 907 shares during the last quarter. Cooksen Wealth LLC bought a new position in Schwab US Dividend Equity ETF during the first quarter worth $38,000. Finally, Optimum Investment Advisors raised its stake in Schwab US Dividend Equity ETF by 57.6% during the first quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock worth $39,000 after buying an additional 505 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

Shares of NYSEARCA SCHD opened at $27.41 on Friday. Schwab US Dividend Equity ETF has a twelve month low of $23.87 and a twelve month high of $29.72. The firm has a fifty day simple moving average of $27.33 and a 200 day simple moving average of $26.76. The company has a market capitalization of $71.87 billion, a PE ratio of 14.57 and a beta of 0.88.

Schwab US Dividend Equity ETF 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.