Joel Isaacson & Co. LLC Boosts Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Joel Isaacson & Co. LLC increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 237.8% in the fourth quarter, Holdings Channel reports. The firm owned 50,843 shares of the company’s stock after buying an additional 35,790 shares during the period. Joel Isaacson & Co. LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,389,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in SCHD. Colorado Capital Management Inc. increased its stake in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock worth $980,000 after buying an additional 121 shares during the period. Sunflower Bank N.A. raised its stake in Schwab US Dividend Equity ETF by 4.2% during the 3rd quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after acquiring an additional 185 shares during the last quarter. Sound Income Strategies LLC raised its position in Schwab US Dividend Equity ETF by 12.5% during the 3rd quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after buying an additional 191 shares during the last quarter. San Luis Wealth Advisors LLC boosted its holdings in Schwab US Dividend Equity ETF by 2.0% in the 3rd quarter. San Luis Wealth Advisors LLC now owns 12,781 shares of the company’s stock valued at $1,080,000 after purchasing an additional 247 shares in the last quarter. Finally, Johnson Bixby & Associates LLC grew its holdings in Schwab US Dividend Equity ETF by 7.4% during the third quarter. Johnson Bixby & Associates LLC now owns 4,241 shares of the company’s stock worth $359,000 after acquiring an additional 294 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.7 %

Shares of SCHD opened at $27.56 on Friday. Schwab US Dividend Equity ETF has a 52-week low of $25.16 and a 52-week high of $29.72. The company has a market capitalization of $19.33 billion, a PE ratio of 15.04 and a beta of 0.74. The company has a 50-day simple moving average of $27.89 and a 200-day simple moving average of $27.97.

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.