Goepper Burkhardt LLC Has $9.75 Million Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Goepper Burkhardt LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 125,345 shares of the company’s stock after acquiring an additional 2,110 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 4.4% of Goepper Burkhardt LLC’s holdings, making the stock its 5th biggest holding. Goepper Burkhardt LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,747,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Bridgewealth Advisory Group LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 11.8% in the 2nd quarter. Bridgewealth Advisory Group LLC now owns 113,955 shares of the company’s stock valued at $8,861,000 after acquiring an additional 12,001 shares during the last quarter. Transatlantique Private Wealth LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 5.2% in the 2nd quarter. Transatlantique Private Wealth LLC now owns 9,439 shares of the company’s stock valued at $734,000 after acquiring an additional 470 shares during the last quarter. TPG Advisors LLC bought a new position in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at about $2,988,000. Garden State Investment Advisory Services LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 0.5% in the 2nd quarter. Garden State Investment Advisory Services LLC now owns 115,959 shares of the company’s stock valued at $9,122,000 after acquiring an additional 612 shares during the last quarter. Finally, MAS Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 1.9% in the 2nd quarter. MAS Advisors LLC now owns 13,035 shares of the company’s stock valued at $1,014,000 after acquiring an additional 248 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.5 %

Shares of NYSEARCA:SCHD opened at $84.48 on Friday. The company has a market cap of $59.26 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 12 month low of $66.67 and a 12 month high of $85.24. The company has a 50-day moving average price of $82.19 and a 200 day moving average price of $79.63.

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.