Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Asset Planning Corporation

Asset Planning Corporation lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 95,962 shares of the company’s stock after purchasing an additional 1,314 shares during the period. Schwab US Dividend Equity ETF makes up approximately 5.6% of Asset Planning Corporation’s holdings, making the stock its 10th biggest holding. Asset Planning Corporation’s holdings in Schwab US Dividend Equity ETF were worth $7,306,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Grey Street Capital LLC increased its holdings in Schwab US Dividend Equity ETF by 1.0% in the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock valued at $1,035,000 after purchasing an additional 136 shares in the last quarter. SVB Wealth LLC boosted its position in Schwab US Dividend Equity ETF by 0.6% in the 1st quarter. SVB Wealth LLC now owns 23,813 shares of the company’s stock valued at $1,878,000 after buying an additional 145 shares during the last quarter. FC Advisory LLC boosted its position in Schwab US Dividend Equity ETF by 2.2% in the 3rd quarter. FC Advisory LLC now owns 6,988 shares of the company’s stock valued at $494,000 after buying an additional 148 shares during the last quarter. Trifecta Capital Advisors LLC boosted its position in Schwab US Dividend Equity ETF by 20.0% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 900 shares of the company’s stock valued at $64,000 after buying an additional 150 shares during the last quarter. Finally, Laraway Financial Advisors Inc boosted its position in Schwab US Dividend Equity ETF by 6.0% in the 1st quarter. Laraway Financial Advisors Inc now owns 2,630 shares of the company’s stock valued at $207,000 after buying an additional 150 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Up 1.1 %

NYSEARCA:SCHD traded up $0.86 on Wednesday, reaching $79.73. The stock had a trading volume of 2,383,686 shares, compared to its average volume of 3,666,347. The company has a 50-day moving average of $77.62 and a 200 day moving average of $74.18. The stock has a market cap of $52.48 billion, a P/E ratio of 14.38 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12-month low of $66.67 and a 12-month high of $80.05.

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.