Juncture Wealth Strategies LLC Increases Stake in Schwab US Dividend Equity ETF $SCHD

Juncture Wealth Strategies LLC boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 361,853 shares of the company’s stock after acquiring an additional 5,447 shares during the period. Schwab US Dividend Equity ETF accounts for 3.4% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 4th largest holding. Juncture Wealth Strategies LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,589,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. Opal Wealth Advisors LLC acquired a new position in Schwab US Dividend Equity ETF in the first quarter valued at approximately $27,000. Cooksen Wealth LLC acquired a new position in Schwab US Dividend Equity ETF in the first quarter valued at approximately $38,000. Optimum Investment Advisors lifted its stake in Schwab US Dividend Equity ETF by 57.6% in the first quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock valued at $39,000 after buying an additional 505 shares during the period. MTM Investment Management LLC acquired a new position in Schwab US Dividend Equity ETF in the first quarter valued at approximately $40,000. Finally, Westside Investment Management Inc. lifted its stake in Schwab US Dividend Equity ETF by 3,666.7% in the first quarter. Westside Investment Management Inc. now owns 1,469 shares of the company’s stock valued at $41,000 after buying an additional 1,430 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.9%

Shares of NYSEARCA:SCHD opened at $27.48 on Monday. Schwab US Dividend Equity ETF has a twelve month low of $23.87 and a twelve month high of $29.72. The stock’s 50 day moving average is $27.30 and its 200-day moving average is $26.82. The firm has a market capitalization of $71.68 billion, a price-to-earnings ratio of 14.57 and a beta of 0.88.

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.