Regimen Wealth LLC Has $28.48 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Regimen Wealth LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 27.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 928,347 shares of the company’s stock after buying an additional 201,735 shares during the period. Schwab US Dividend Equity ETF comprises 8.3% of Regimen Wealth LLC’s portfolio, making the stock its 2nd largest holding. Regimen Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $28,482,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Mountain Hill Investment Partners Corp. raised its stake in shares of Schwab US Dividend Equity ETF by 1,241.8% in the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after buying an additional 832 shares in the last quarter. Merrithew & Thorsten Inc acquired a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $25,000. Field & Main Bank bought a new stake in Schwab US Dividend Equity ETF in the fourth quarter valued at about $29,000. Dynamic Wealth Strategies LLC bought a new stake in Schwab US Dividend Equity ETF in the fourth quarter valued at about $29,000. Finally, Triumph Capital Management acquired a new position in Schwab US Dividend Equity ETF in the third quarter worth about $33,000.

Schwab US Dividend Equity ETF Stock Down 0.4%

Shares of SCHD opened at $32.91 on Friday. The stock has a market cap of $100.39 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 12 month low of $26.21 and a 12 month high of $33.50. The company has a 50-day moving average price of $32.26 and a two-hundred day moving average price of $31.06.

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.