Golden Reserve Retirement LLC Has $53.59 Million Position in Schwab US Dividend Equity ETF $SCHD

Golden Reserve Retirement LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 17.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,963,280 shares of the company’s stock after buying an additional 293,817 shares during the quarter. Schwab US Dividend Equity ETF accounts for about 13.9% of Golden Reserve Retirement LLC’s investment portfolio, making the stock its 4th largest position. Golden Reserve Retirement LLC owned approximately 0.08% of Schwab US Dividend Equity ETF worth $53,590,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after purchasing an additional 84,262 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after purchasing an additional 51,696 shares during the period. Bison Wealth LLC increased its stake in Schwab US Dividend Equity ETF by 234.4% in the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after purchasing an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in Schwab US Dividend Equity ETF by 35.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after buying an additional 155,769 shares during the period. Finally, Trust Co. of Vermont lifted its stake in Schwab US Dividend Equity ETF by 10.2% during the second quarter. Trust Co. of Vermont now owns 10,247 shares of the company’s stock valued at $272,000 after buying an additional 949 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $29.82 on Friday. The company has a 50-day moving average of $28.07 and a two-hundred day moving average of $27.47. The stock has a market cap of $78.30 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a one year low of $23.87 and a one year high of $29.82.

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.