Schwab US Dividend Equity ETF $SCHD Shares Acquired by Winthrop Advisory Group LLC

Winthrop Advisory Group LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 0.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 362,617 shares of the company’s stock after purchasing an additional 2,447 shares during the period. Schwab US Dividend Equity ETF comprises 0.9% of Winthrop Advisory Group LLC’s portfolio, making the stock its 20th largest position. Winthrop Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,609,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Opal Wealth Advisors LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth $27,000. Kozak & Associates Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 476.1% during 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 in the last quarter. Financial Management Professionals Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 241.9% during 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 in the last quarter. Cooksen Wealth LLC acquired a new stake in Schwab US Dividend Equity ETF in the first quarter valued at $38,000. Finally, Optimum Investment Advisors raised its holdings 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 acquiring an additional 505 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $27.28 on Wednesday. The stock has a market capitalization of $71.48 billion, a PE ratio of 14.57 and a beta of 0.88. The firm’s fifty day moving average price is $27.34 and its 200 day moving average price is $26.75. 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 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.