Wealthspire Retirement LLC Reduces Stake in Schwab US Dividend Equity ETF $SCHD

Wealthspire Retirement LLC reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 25.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 487,091 shares of the company’s stock after selling 166,595 shares during the quarter. Wealthspire Retirement LLC’s holdings in Schwab US Dividend Equity ETF were worth $14,944,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in SCHD. Mountain Hill Investment Partners Corp. boosted its holdings in Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after acquiring an additional 832 shares in the last quarter. Merrithew & Thorsten Inc bought a new position in Schwab US Dividend Equity ETF in the 4th quarter worth $25,000. Field & Main Bank purchased a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth about $29,000. Dynamic Wealth Strategies LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth about $29,000. Finally, Triumph Capital Management bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at about $33,000.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA SCHD opened at $32.90 on Thursday. Schwab US Dividend Equity ETF has a 1 year low of $26.21 and a 1 year high of $33.50. The company’s 50-day moving average is $32.32 and its 200 day moving average is $31.19. The stock has a market capitalization of $100.52 billion, a P/E ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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