Perigon Wealth Management LLC increased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 211.8% in the 4th quarter, HoldingsChannel reports. The firm owned 186,613 shares of the company’s stock after buying an additional 126,769 shares during the quarter. Perigon Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $5,193,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. LPL Financial LLC lifted its position in shares of Schwab US Dividend Equity ETF by 3.1% in the third quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after acquiring an additional 350,872 shares in the last quarter. Orgel Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 159.8% in the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after purchasing an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 188.6% during the fourth quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock worth $146,589,000 after buying an additional 3,506,729 shares in the last quarter. Commonwealth Equity Services LLC raised its position in shares of Schwab US Dividend Equity ETF by 7.5% in the third quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after buying an additional 297,674 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 2.9% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock valued at $306,788,000 after buying an additional 101,637 shares during the period.
Schwab US Dividend Equity ETF Stock Down 1.3 %
Shares of Schwab US Dividend Equity ETF stock opened at $28.07 on Wednesday. Schwab US Dividend Equity ETF has a fifty-two week low of $25.16 and a fifty-two week high of $29.72. The business’s fifty day moving average is $28.08 and its two-hundred day moving average is $27.94. The firm has a market cap of $19.69 billion, a PE ratio of 15.04 and a beta of 0.74.
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.
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