Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Position Trimmed by BerganKDV Wealth Management LLC

BerganKDV Wealth Management LLC lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDGet Rating) by 2.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,234 shares of the company’s stock after selling 760 shares during the quarter. BerganKDV Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,701,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Karlinski Andrew C acquired a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $28,000. Glassman Wealth Services acquired a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $30,000. GoalVest Advisory LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter valued at about $32,000. Nvwm LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $33,000. Finally, Crewe Advisors LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter valued at about $37,000.

Schwab US Dividend Equity ETF Stock Up 0.3 %

Shares of Schwab US Dividend Equity ETF stock traded up $0.21 during trading on Friday, hitting $74.61. 2,045,025 shares of the stock traded hands, compared to its average volume of 3,300,490. Schwab US Dividend Equity ETF has a twelve month low of $69.86 and a twelve month high of $82.47. The company has a fifty day moving average price of $73.44 and a two-hundred day moving average price of $76.25.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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