Juncture Wealth Strategies LLC Has $9.70 Million Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Juncture Wealth Strategies LLC lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 224.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 354,989 shares of the company’s stock after purchasing an additional 245,583 shares during the period. Schwab US Dividend Equity ETF comprises 3.6% of Juncture Wealth Strategies LLC’s portfolio, making the stock its 5th largest holding. Juncture Wealth Strategies LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,698,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Orgel Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 159.8% during the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after buying an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 188.6% during the fourth quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after acquiring an additional 3,506,729 shares during the period. LVW Advisors LLC boosted its holdings in Schwab US Dividend Equity ETF by 203.4% in the fourth quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock valued at $98,287,000 after acquiring an additional 2,412,003 shares during the last quarter. Fifth Third Bancorp increased its position in Schwab US Dividend Equity ETF by 192.7% in the fourth quarter. Fifth Third Bancorp now owns 3,038,718 shares of the company’s stock worth $83,018,000 after purchasing an additional 2,000,527 shares during the period. Finally, Ameritas Advisory Services LLC lifted its position in Schwab US Dividend Equity ETF by 217.1% during the 4th quarter. Ameritas Advisory Services LLC now owns 2,173,729 shares of the company’s stock valued at $59,386,000 after purchasing an additional 1,488,281 shares during the period.

Schwab US Dividend Equity ETF Trading Down 0.1 %

Shares of NYSEARCA SCHD opened at $28.07 on Friday. The firm has a market capitalization of $19.69 billion, a PE ratio of 15.04 and a beta of 0.74. The firm’s 50-day moving average is $28.10 and its 200-day moving average is $27.90. Schwab US Dividend Equity ETF has a 1 year low of $25.16 and a 1 year high of $29.72.

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.