Madison Wealth Partners Inc Has $699,000 Position in Schwab US Dividend Equity ETF $SCHD

Madison Wealth Partners Inc reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 26.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,392 shares of the company’s stock after selling 9,297 shares during the period. Madison Wealth Partners Inc’s holdings in Schwab US Dividend Equity ETF were worth $699,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Kozak & Associates Inc. increased its stake in shares of Schwab US Dividend Equity ETF by 476.1% during the 2nd 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. increased its stake in shares of Schwab US Dividend Equity ETF by 241.9% during the 2nd 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. PrairieView Partners LLC increased its stake in shares of Schwab US Dividend Equity ETF by 57.3% during the 2nd quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock worth $33,000 after purchasing an additional 467 shares during the last quarter. Cooksen Wealth LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 1st quarter worth about $38,000. Finally, Optimum Investment Advisors increased its stake in shares of Schwab US Dividend Equity ETF by 57.6% during the 1st 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 Price Performance

Schwab US Dividend Equity ETF stock opened at $26.79 on Monday. The firm has a market capitalization of $69.65 billion, a PE ratio of 14.57 and a beta of 0.88. The company’s 50-day moving average is $27.36 and its 200-day moving average is $26.69. Schwab US Dividend Equity ETF has a fifty-two week low of $23.87 and a fifty-two week high of $29.72.

About Schwab US Dividend Equity ETF

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.