Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 201.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,791 shares of the company’s stock after buying an additional 1,196 shares during the quarter. Venturi Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $49,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. JPMorgan Chase & Co. increased its holdings in Schwab US Dividend Equity ETF by 7.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock valued at $132,552,000 after purchasing an additional 104,855 shares during the last quarter. GAMMA Investing LLC lifted its stake in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after acquiring an additional 6,502 shares in the last quarter. Wilmington Savings Fund Society FSB acquired a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth about $163,000. Tenon Financial LLC lifted its stake in Schwab US Dividend Equity ETF by 200.1% during the 4th quarter. Tenon Financial LLC now owns 15,121 shares of the company’s stock worth $412,000 after acquiring an additional 10,082 shares in the last quarter. Finally, Summit Wealth & Retirement Planning Inc. lifted its stake in Schwab US Dividend Equity ETF by 195.0% during the 4th quarter. Summit Wealth & Retirement Planning Inc. now owns 26,180 shares of the company’s stock worth $715,000 after acquiring an additional 17,305 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock opened at $28.45 on Wednesday. The stock has a market capitalization of $69.70 billion, a P/E ratio of 17.48 and a beta of 0.88. The company has a 50 day moving average price of $27.70 and a 200 day moving average price of $28.06. Schwab US Dividend Equity ETF has a fifty-two week low of $25.18 and a fifty-two week high of $29.72.

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.