Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Stock Holdings Boosted by Nwam LLC

Nwam LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 215.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 223,971 shares of the company’s stock after acquiring an additional 152,873 shares during the period. Nwam LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,119,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the stock. Bull Oak Capital LLC lifted its holdings in Schwab US Dividend Equity ETF by 181.7% in the fourth quarter. Bull Oak Capital LLC now owns 8,102 shares of the company’s stock worth $221,000 after purchasing an additional 5,226 shares during the period. NewEdge Wealth LLC lifted its holdings in Schwab US Dividend Equity ETF by 178.5% in the fourth quarter. NewEdge Wealth LLC now owns 81,501 shares of the company’s stock worth $2,227,000 after purchasing an additional 52,241 shares during the period. Red Crane Wealth Management LLC acquired a new stake in Schwab US Dividend Equity ETF in the fourth quarter worth about $800,000. Bryn Mawr Capital Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 85.4% in the 4th quarter. Bryn Mawr Capital Management LLC now owns 98,088 shares of the company’s stock valued at $2,680,000 after acquiring an additional 45,177 shares during the last quarter. Finally, Kellett Wealth Advisors LLC lifted its holdings in Schwab US Dividend Equity ETF by 185.3% in the 4th quarter. Kellett Wealth Advisors LLC now owns 176,862 shares of the company’s stock valued at $4,832,000 after acquiring an additional 114,862 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 1.1 %

Shares of NYSEARCA SCHD opened at $28.15 on Thursday. Schwab US Dividend Equity ETF has a twelve month low of $25.18 and a twelve month high of $29.72. The company has a market capitalization of $68.97 billion, a price-to-earnings ratio of 17.48 and a beta of 0.88. The firm has a 50-day moving average of $27.73 and a two-hundred day moving average of $28.08.

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.