Intergy Private Wealth LLC Grows Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Intergy Private Wealth LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,154,086 shares of the company’s stock after purchasing an additional 71,724 shares during the period. Schwab US Dividend Equity ETF accounts for about 10.4% of Intergy Private Wealth LLC’s holdings, making the stock its 2nd biggest position. Intergy Private Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $35,407,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SCHD. Sumitomo Life Insurance Co. bought a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $847,665,000. Wells Fargo & Company MN grew its holdings in shares of Schwab US Dividend Equity ETF by 5.7% in the fourth quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock valued at $279,883,000 after acquiring an additional 552,907 shares in the last quarter. Avantax Planning Partners Inc. increased its position in shares of Schwab US Dividend Equity ETF by 3.8% during the fourth quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock valued at $277,214,000 after acquiring an additional 366,548 shares during the last quarter. Cassaday & Co Wealth Management LLC increased its position in shares of Schwab US Dividend Equity ETF by 52.2% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock valued at $253,570,000 after acquiring an additional 3,170,728 shares during the last quarter. Finally, Royal Bank of Canada lifted its holdings in Schwab US Dividend Equity ETF by 4.0% during the fourth quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock worth $219,304,000 after acquiring an additional 304,047 shares during the period.

Schwab US Dividend Equity ETF Trading Up 0.1%

Shares of Schwab US Dividend Equity ETF stock opened at $31.89 on Tuesday. The business’s fifty day simple moving average is $31.85 and its 200 day simple moving average is $30.46. Schwab US Dividend Equity ETF has a 12 month low of $26.16 and a 12 month high of $32.92. The firm has a market capitalization of $90.53 billion, a P/E ratio of 14.57 and a beta of 0.67.

Schwab US Dividend Equity ETF Company 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.