Lodestone Wealth Management LLC Raises Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Lodestone Wealth Management LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,354 shares of the company’s stock after acquiring an additional 1,419 shares during the quarter. Lodestone Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $262,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Opal Wealth Advisors LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the first quarter valued at about $27,000. Ritter Daniher Financial Advisory LLC DE lifted its position in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Ritter Daniher Financial Advisory LLC DE now owns 975 shares of the company’s stock valued at $27,000 after purchasing an additional 650 shares during the period. PFG Private Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. PFG Private Wealth Management LLC now owns 1,029 shares of the company’s stock valued at $28,000 after purchasing an additional 686 shares in the last quarter. Mountain Hill Investment Partners Corp. acquired a new position in Schwab US Dividend Equity ETF during the 4th quarter worth approximately $29,000. Finally, Summit Securities Group LLC acquired a new position in Schwab US Dividend Equity ETF during the 4th quarter worth approximately $33,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $27.31 on Thursday. The business’s fifty day moving average price is $26.31 and its 200 day moving average price is $26.99. The firm has a market capitalization of $71.18 billion, a PE ratio of 14.34 and a beta of 0.88. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $29.72.

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.