Milestones Private Investment Advisors LLC grew its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 28.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 273,063 shares of the company’s stock after purchasing an additional 60,067 shares during the period. Schwab US Dividend Equity ETF makes up about 7.2% of Milestones Private Investment Advisors LLC’s investment portfolio, making the stock its 4th largest position. Milestones Private Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $8,883,000 at the end of the most recent reporting period.
A number of other institutional investors have also made changes to their positions in SCHD. Envestnet Asset Management Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 2.1% in the second 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 during the period. Cassaday & Co Wealth Management LLC grew its holdings in Schwab US Dividend Equity ETF by 3.5% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after purchasing an additional 324,778 shares in the last quarter. Royal Bank of Canada increased its stake in Schwab US Dividend Equity ETF by 8.3% during the 1st quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock worth $265,563,000 after buying an additional 660,876 shares during the period. Keystone Financial Planning Inc. increased its stake in Schwab US Dividend Equity ETF by 0.5% during the 3rd quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock worth $204,273,000 after buying an additional 29,169 shares during the period. Finally, HHM Wealth Advisors LLC increased its stake in Schwab US Dividend Equity ETF by 2.8% during the 1st quarter. HHM Wealth Advisors LLC now owns 5,156,506 shares of the company’s stock worth $158,202,000 after buying an additional 138,225 shares during the period.
Schwab US Dividend Equity ETF Price Performance
Shares of SCHD stock opened at $34.24 on Tuesday. The company’s fifty day moving average price is $34.01 and its two-hundred day moving average price is $32.79. The firm has a market capitalization of $114.53 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.31.
About Schwab US Dividend Equity ETF
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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