My Personal CFO LLC Invests $1.66 Million in Schwab US Dividend Equity ETF $SCHD

My Personal CFO LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 60,581 shares of the company’s stock, valued at approximately $1,662,000.

Several other large investors have also recently added to or reduced their stakes in SCHD. Biltmore Family Office LLC grew its holdings in Schwab US Dividend Equity ETF by 116.4% in the 3rd quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after buying an additional 524 shares during the period. Triumph Capital Management acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at about $33,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth about $35,000. Reyes Financial Architecture Inc. boosted its position in shares of Schwab US Dividend Equity ETF by 1,903.1% in the third quarter. Reyes Financial Architecture Inc. now owns 1,302 shares of the company’s stock worth $36,000 after acquiring an additional 1,237 shares during the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter worth approximately $36,000.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock opened at $30.68 on Wednesday. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $31.95. The firm has a 50 day moving average price of $30.81 and a 200 day moving average price of $28.60. The company has a market cap of $80.70 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.

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.