LifeSteps Financial Inc. Purchases 18,572 Shares of Schwab US Dividend Equity ETF $SCHD

LifeSteps Financial Inc. grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 20.6% in the second quarter, Holdings Channel.com reports. The fund owned 108,592 shares of the company’s stock after buying an additional 18,572 shares during the period. Schwab US Dividend Equity ETF makes up 2.0% of LifeSteps Financial Inc.’s investment portfolio, making the stock its 12th largest holding. LifeSteps Financial Inc.’s holdings in Schwab US Dividend Equity ETF were worth $2,878,000 at the end of the most recent quarter.

Other hedge funds 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 1st quarter worth approximately $27,000. Kozak & Associates Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 476.1% in the 2nd quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after buying an additional 938 shares in the last quarter. Financial Management Professionals Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 241.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after buying an additional 907 shares in the last quarter. Cooksen Wealth LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the 1st quarter worth approximately $38,000. Finally, Optimum Investment Advisors raised its holdings in shares of Schwab US Dividend Equity ETF by 57.6% in the 1st quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock worth $39,000 after buying an additional 505 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.2%

Shares of SCHD opened at $27.28 on Wednesday. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $29.72. The stock has a 50 day simple moving average of $27.34 and a 200-day simple moving average of $26.75. The stock has a market cap of $71.48 billion, a PE ratio of 14.57 and a beta of 0.88.

Schwab US Dividend Equity ETF Company Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report).

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

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