Whelan Financial Has $46.09 Million Stock Position in Schwab US Dividend Equity ETF $SCHD

Whelan Financial boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,739,213 shares of the company’s stock after buying an additional 51,860 shares during the period. Schwab US Dividend Equity ETF accounts for 16.7% of Whelan Financial’s portfolio, making the stock its 2nd biggest holding. Whelan Financial’s holdings in Schwab US Dividend Equity ETF were worth $46,089,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Lederer & Associates Investment Counsel CA grew its position in Schwab US Dividend Equity ETF by 1.5% in the 2nd quarter. Lederer & Associates Investment Counsel CA now owns 25,162 shares of the company’s stock valued at $667,000 after buying an additional 375 shares in the last quarter. Cowa LLC grew its position in Schwab US Dividend Equity ETF by 0.3% in the 1st quarter. Cowa LLC now owns 121,867 shares of the company’s stock valued at $3,407,000 after buying an additional 394 shares in the last quarter. Gateway Wealth Partners LLC grew its position in Schwab US Dividend Equity ETF by 3.2% in the 1st quarter. Gateway Wealth Partners LLC now owns 12,883 shares of the company’s stock valued at $360,000 after buying an additional 400 shares in the last quarter. Clear Point Advisors Inc. boosted its position in shares of Schwab US Dividend Equity ETF by 1.4% during the 1st quarter. Clear Point Advisors Inc. now owns 30,008 shares of the company’s stock valued at $839,000 after purchasing an additional 404 shares in the last quarter. Finally, Mirador Capital Partners LP boosted its position in shares of Schwab US Dividend Equity ETF by 2.0% during the 2nd quarter. Mirador Capital Partners LP now owns 20,644 shares of the company’s stock valued at $547,000 after purchasing an additional 404 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.7%

NYSEARCA:SCHD opened at $27.34 on Friday. Schwab US Dividend Equity ETF has a twelve month low of $23.87 and a twelve month high of $29.72. The company has a 50-day moving average of $27.33 and a 200-day moving average of $26.77. The firm has a market cap of $71.31 billion, a price-to-earnings ratio of 14.57 and a beta of 0.88.

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.