Second Half Financial Partners LLC Decreases Stake in Schwab US Dividend Equity ETF $SCHD

Second Half Financial Partners LLC reduced its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 65.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 79,350 shares of the company’s stock after selling 149,114 shares during the period. Schwab US Dividend Equity ETF makes up about 1.0% of Second Half Financial Partners LLC’s holdings, making the stock its 14th largest position. Second Half Financial Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,103,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in SCHD. Brighton Jones LLC boosted its position in shares of Schwab US Dividend Equity ETF by 404.6% in the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after buying an additional 51,696 shares in the last quarter. Bison Wealth LLC boosted its position in shares of Schwab US Dividend Equity ETF by 234.4% in the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after buying an additional 309,400 shares in the last quarter. CX Institutional purchased a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter worth about $367,000. Finally, NorthCrest Asset Manangement LLC boosted its position in shares of Schwab US Dividend Equity ETF by 14.4% in the 1st quarter. NorthCrest Asset Manangement LLC now owns 48,256 shares of the company’s stock worth $1,349,000 after buying an additional 6,074 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Down 1.7%

Schwab US Dividend Equity ETF stock opened at $26.54 on Friday. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $29.72. The firm’s 50-day simple moving average is $27.36 and its 200 day simple moving average is $26.73. The firm has a market capitalization of $69.35 billion, a PE 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.