Curran Financial Partners LLC Raises Stock Position in Schwab US Dividend Equity ETF $SCHD

Curran Financial Partners LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,083,885 shares of the company’s stock after purchasing an additional 77,158 shares during the quarter. Schwab US Dividend Equity ETF makes up 6.3% of Curran Financial Partners LLC’s investment portfolio, making the stock its 2nd biggest holding. Curran Financial Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $28,723,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Opal Wealth Advisors LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the first quarter worth $27,000. Kozak & Associates Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 476.1% in the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after purchasing an additional 938 shares during the last quarter. Financial Management Professionals Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 241.9% in the second quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after purchasing an additional 907 shares during the last quarter. Cooksen Wealth LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the first quarter worth $38,000. Finally, Optimum Investment Advisors grew its stake in shares of 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 worth $39,000 after purchasing an additional 505 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.3%

Shares of SCHD opened at $27.41 on Friday. The stock has a market capitalization of $71.87 billion, a P/E ratio of 14.57 and a beta of 0.88. The firm’s fifty day simple moving average is $27.33 and its two-hundred day simple moving average is $26.77. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month 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.