25,352 Schwab US Dividend Equity ETF $SCHD Shares Acquired by Montis Financial LLC

Montis Financial LLC raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 698,216 shares of the company’s stock after purchasing an additional 25,352 shares during the quarter. Schwab US Dividend Equity ETF accounts for about 4.7% of Montis Financial LLC’s portfolio, making the stock its 8th largest position. Montis Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $22,713,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Gryphon Financial Partners LLC bought a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $205,000. Villere ST Denis J & Co. LLC purchased a new position in shares of Schwab US Dividend Equity ETF during the third quarter valued at $2,621,000. Kestra Investment Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 52.7% in the third quarter. Kestra Investment Management LLC now owns 10,645 shares of the company’s stock valued at $346,000 after acquiring an additional 3,675 shares in the last quarter. AlphaCore Capital LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 55.4% in the third quarter. AlphaCore Capital LLC now owns 194,747 shares of the company’s stock valued at $6,335,000 after acquiring an additional 69,458 shares in the last quarter. Finally, Jim Saulnier & Associates LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at about $206,000.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $35.65 on Tuesday. The stock has a market cap of $121.30 billion, a price-to-earnings ratio of 19.09 and a beta of 0.66. The firm’s 50-day moving average is $34.21 and its two-hundred day moving average is $32.52. Schwab US Dividend Equity ETF has a 1 year low of $26.51 and a 1 year high of $36.38.

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.