Retirement Guys Formula LLC Has $1.27 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Retirement Guys Formula LLC raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 46,522 shares of the company’s stock after buying an additional 31,059 shares during the quarter. Retirement Guys Formula LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,271,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its holdings in shares of Schwab US Dividend Equity ETF by 7.2% during the third quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock worth $132,552,000 after buying an additional 104,855 shares during the last quarter. GAMMA Investing LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after buying an additional 6,502 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter worth approximately $163,000. Tenon Financial LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 200.1% during the fourth quarter. Tenon Financial LLC now owns 15,121 shares of the company’s stock worth $412,000 after buying an additional 10,082 shares during the last quarter. Finally, Summit Wealth & Retirement Planning Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 195.0% in the fourth quarter. Summit Wealth & Retirement Planning Inc. now owns 26,180 shares of the company’s stock valued at $715,000 after purchasing an additional 17,305 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.7 %

Shares of NYSEARCA SCHD opened at $27.87 on Wednesday. The business has a fifty day simple moving average of $27.81 and a 200 day simple moving average of $27.99. The firm has a market capitalization of $19.55 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72.

About Schwab US Dividend Equity ETF

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.