Warner Financial Inc. Has $3.54 Million Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Warner Financial Inc. lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 126,577 shares of the company’s stock after purchasing an additional 5,026 shares during the period. Schwab US Dividend Equity ETF accounts for 1.6% of Warner Financial Inc.’s holdings, making the stock its 16th biggest position. Warner Financial Inc.’s holdings in Schwab US Dividend Equity ETF were worth $3,539,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in SCHD. May Barnhard Investments LLC lifted its stake in Schwab US Dividend Equity ETF by 1.6% in the first quarter. May Barnhard Investments LLC now owns 28,324 shares of the company’s stock valued at $792,000 after acquiring an additional 447 shares during the last quarter. Sunflower Bank N.A. raised its holdings in shares of Schwab US Dividend Equity ETF by 3.3% in the 1st quarter. Sunflower Bank N.A. now owns 14,076 shares of the company’s stock valued at $394,000 after purchasing an additional 450 shares during the period. Traphagen Investment Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 1.9% in the 1st quarter. Traphagen Investment Advisors LLC now owns 29,256 shares of the company’s stock valued at $818,000 after purchasing an additional 545 shares during the period. SOA Wealth Advisors LLC. lifted its stake in Schwab US Dividend Equity ETF by 1.6% in the 1st quarter. SOA Wealth Advisors LLC. now owns 36,440 shares of the company’s stock valued at $1,019,000 after purchasing an additional 587 shares during the last quarter. Finally, Thrive Wealth Management LLC grew its holdings in Schwab US Dividend Equity ETF by 1.3% during the first quarter. Thrive Wealth Management LLC now owns 48,637 shares of the company’s stock worth $1,360,000 after purchasing an additional 615 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.7%

Shares of NYSEARCA SCHD opened at $26.72 on Wednesday. The business’s 50 day moving average price is $26.02 and its two-hundred day moving average price is $27.14. The company has a market cap of $69.47 billion, a PE ratio of 15.93 and a beta of 0.82. Schwab US Dividend Equity ETF has a twelve month low of $23.87 and a twelve month 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.