WBH Advisory Inc. Has $3.13 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

WBH Advisory Inc. trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 16.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 118,254 shares of the company’s stock after selling 23,937 shares during the period. WBH Advisory Inc.’s holdings in Schwab US Dividend Equity ETF were worth $3,134,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the company. Lederer & Associates Investment Counsel CA lifted its stake in Schwab US Dividend Equity ETF by 1.5% in the 2nd quarter. Lederer & Associates Investment Counsel CA now owns 25,162 shares of the company’s stock valued at $667,000 after purchasing an additional 375 shares during the last quarter. Madden Advisory Services Inc. lifted its stake in Schwab US Dividend Equity ETF by 0.3% in the 2nd quarter. Madden Advisory Services Inc. now owns 113,315 shares of the company’s stock valued at $3,003,000 after purchasing an additional 383 shares during the last quarter. Bellevue Asset Management LLC lifted its stake in Schwab US Dividend Equity ETF by 1.2% in the 2nd quarter. Bellevue Asset Management LLC now owns 33,109 shares of the company’s stock valued at $877,000 after purchasing an additional 389 shares during the last quarter. Cowa LLC lifted its stake in Schwab US Dividend Equity ETF by 0.3% in the 1st quarter. Cowa LLC now owns 121,867 shares of the company’s stock valued at $3,407,000 after purchasing an additional 394 shares during the last quarter. Finally, Gateway Wealth Partners LLC lifted its stake in Schwab US Dividend Equity ETF by 3.2% in the 1st quarter. Gateway Wealth Partners LLC now owns 12,883 shares of the company’s stock valued at $360,000 after purchasing an additional 400 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $26.79 on Monday. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.72. The company has a market capitalization of $69.65 billion, a P/E ratio of 14.57 and a beta of 0.88. The company has a 50-day simple moving average of $27.36 and a 200 day simple moving average of $26.69.

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.