Fiduciary Family Office LLC Has $410,000 Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Fiduciary Family Office LLC increased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,483 shares of the company’s stock after purchasing an additional 483 shares during the quarter. Fiduciary Family Office LLC’s holdings in Schwab US Dividend Equity ETF were worth $410,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after acquiring an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake 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 last quarter. Bison Wealth LLC boosted its stake in shares of 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 valued at $12,059,000 after purchasing an additional 309,400 shares during the last quarter. JFS Wealth Advisors LLC boosted its stake in Schwab US Dividend Equity ETF by 44.1% during the first quarter. JFS Wealth Advisors LLC now owns 6,690 shares of the company’s stock worth $187,000 after acquiring an additional 2,046 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. boosted its stake in Schwab US Dividend Equity ETF by 6.6% during the first quarter. Oppenheimer Asset Management Inc. now owns 192,133 shares of the company’s stock worth $5,372,000 after acquiring an additional 11,926 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

Shares of NYSEARCA SCHD opened at $27.07 on Wednesday. The firm has a market cap of $70.32 billion, a PE ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $29.72. The company’s fifty day simple moving average is $27.36 and its 200 day simple moving average is $26.71.

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.