Worth Asset Management LLC Acquires 19,854 Shares of Schwab US Dividend Equity ETF $SCHD

Worth Asset Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 128.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,270 shares of the company’s stock after purchasing an additional 19,854 shares during the period. Worth Asset Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,147,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. First Community Trust NA lifted its stake in Schwab US Dividend Equity ETF by 544.5% in the 3rd quarter. First Community Trust NA now owns 32,716 shares of the company’s stock valued at $1,064,000 after buying an additional 27,640 shares in the last quarter. Great Waters Wealth Management raised its holdings in shares of Schwab US Dividend Equity ETF by 1.9% in the third quarter. Great Waters Wealth Management now owns 78,784 shares of the company’s stock worth $2,563,000 after acquiring an additional 1,465 shares during the last quarter. Nautilus Advisors LLC lifted its position in shares of Schwab US Dividend Equity ETF by 11.4% in the third quarter. Nautilus Advisors LLC now owns 13,928 shares of the company’s stock valued at $453,000 after acquiring an additional 1,424 shares in the last quarter. Juncture Wealth Strategies LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at $10,503,000. Finally, Mallini Complete Financial Planning LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the third quarter valued at $299,000.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock traded down $0.17 during midday trading on Wednesday, reaching $32.67. 12,425,666 shares of the company were exchanged, compared to its average volume of 22,397,318. The firm’s 50-day simple moving average is $34.05 and its 200-day simple moving average is $32.60. Schwab US Dividend Equity ETF has a 1 year low of $26.32 and a 1 year high of $35.31. The company has a market capitalization of $108.37 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68.

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.