CWS Financial Advisors LLC Raises Stock Holdings in Schwab US Dividend Equity ETF $SCHD

CWS Financial Advisors LLC raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 14.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 91,554 shares of the company’s stock after buying an additional 11,433 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 0.8% of CWS Financial Advisors LLC’s portfolio, making the stock its 20th biggest position. CWS Financial Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,560,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Fairscale Capital LLC raised its position in Schwab US Dividend Equity ETF by 7.9% in the 1st quarter. Fairscale Capital LLC now owns 65,051 shares of the company’s stock valued at $1,819,000 after purchasing an additional 4,740 shares during the last quarter. GSG Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 2.1% in the first quarter. GSG Advisors LLC now owns 475,325 shares of the company’s stock valued at $12,297,000 after buying an additional 9,734 shares during the last quarter. M Holdings Securities Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 16.7% in the first quarter. M Holdings Securities Inc. now owns 36,335 shares of the company’s stock valued at $1,016,000 after buying an additional 5,193 shares during the last quarter. RWA Wealth Partners LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 1.6% in the first quarter. RWA Wealth Partners LLC now owns 46,269 shares of the company’s stock valued at $1,294,000 after buying an additional 712 shares during the last quarter. Finally, Aptus Capital Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 5.8% in the first quarter. Aptus Capital Advisors LLC now owns 2,346,090 shares of the company’s stock valued at $65,597,000 after buying an additional 128,823 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.3%

SCHD opened at $27.26 on Tuesday. The business has a 50 day moving average price of $26.97 and a two-hundred day moving average price of $26.86. The company has a market cap of $71.10 billion, a PE ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $29.72.

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.