Juncture Wealth Strategies LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 322,879 shares of the company’s stock, valued at approximately $10,503,000. Schwab US Dividend Equity ETF accounts for about 2.7% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 6th biggest position.
A number of other large investors also recently modified their holdings of the company. Envestnet Asset Management Inc. increased its stake in Schwab US Dividend Equity ETF by 2.1% during the 2nd quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock valued at $560,222,000 after purchasing an additional 354,983 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its holdings in Schwab US Dividend Equity ETF by 3.5% during the first quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock worth $293,578,000 after buying an additional 324,778 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Schwab US Dividend Equity ETF by 8.3% in the first quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock valued at $265,563,000 after buying an additional 660,876 shares in the last quarter. MML Investors Services LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 5.8% during the fourth quarter. MML Investors Services LLC now owns 6,298,234 shares of the company’s stock valued at $172,761,000 after buying an additional 345,987 shares during the last quarter. Finally, HHM Wealth Advisors LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 2.8% during the first quarter. HHM Wealth Advisors LLC now owns 5,156,506 shares of the company’s stock valued at $158,202,000 after buying an additional 138,225 shares during the last quarter.
Schwab US Dividend Equity ETF Price Performance
Shares of NYSEARCA:SCHD traded up $0.13 during midday trading on Tuesday, hitting $32.85. 19,863,109 shares of the company’s stock were exchanged, compared to its average volume of 22,454,807. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.31. The company has a market cap of $108.95 billion, a PE ratio of 14.57 and a beta of 0.68. The stock has a 50 day moving average price of $34.07 and a 200-day moving average price of $32.59.
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.
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