Schwab US Dividend Equity ETF $SCHD Shares Bought by CPA Asset Management Group LLC

CPA Asset Management Group LLC boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 21.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 246,154 shares of the company’s stock after buying an additional 42,852 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 2.2% of CPA Asset Management Group LLC’s portfolio, making the stock its 13th biggest holding. CPA Asset Management Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $8,007,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHD. Santori & Peters Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 38.7% in the third quarter. Santori & Peters Inc. now owns 12,112 shares of the company’s stock valued at $394,000 after acquiring an additional 3,377 shares during the period. Insight Wealth Partners LLC grew its position in shares of Schwab US Dividend Equity ETF by 2.9% during the third quarter. Insight Wealth Partners LLC now owns 37,788 shares of the company’s stock worth $1,229,000 after acquiring an additional 1,078 shares during the last quarter. Verdence Capital Advisors LLC grew its position in shares of Schwab US Dividend Equity ETF by 18.6% during the third quarter. Verdence Capital Advisors LLC now owns 106,517 shares of the company’s stock worth $3,465,000 after acquiring an additional 16,713 shares during the last quarter. National Wealth Management Group LLC grew its position in shares of Schwab US Dividend Equity ETF by 8.5% during the third quarter. National Wealth Management Group LLC now owns 7,572 shares of the company’s stock worth $246,000 after acquiring an additional 593 shares during the last quarter. Finally, Flagship Harbor Advisors LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 1.1% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 247,392 shares of the company’s stock valued at $8,048,000 after acquiring an additional 2,621 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $35.30 on Tuesday. The firm’s fifty day simple moving average is $34.06 and its 200-day simple moving average is $32.14. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.45. The stock has a market capitalization of $118.54 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF 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.