Schwab US Dividend Equity ETF $SCHD Shares Bought by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 775,552 shares of the company’s stock after buying an additional 35,316 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $20,552,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Studio Investment Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 8.2% in the second quarter. Studio Investment Management LLC now owns 13,455 shares of the company’s stock worth $357,000 after buying an additional 1,016 shares during the period. D.A. Davidson & CO. boosted its holdings in shares of Schwab US Dividend Equity ETF by 15.6% in the second quarter. D.A. Davidson & CO. now owns 2,112,887 shares of the company’s stock worth $55,992,000 after buying an additional 285,040 shares during the period. Fiduciary Family Office LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 3.2% in the second quarter. Fiduciary Family Office LLC now owns 15,483 shares of the company’s stock worth $410,000 after buying an additional 483 shares during the period. BG Investment Services Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 238.1% in the second quarter. BG Investment Services Inc. now owns 33,967 shares of the company’s stock worth $910,000 after buying an additional 23,922 shares during the period. Finally, Syntegra Private Wealth Group LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the second quarter worth about $220,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $27.07 on Wednesday. The company has a 50-day moving average of $27.36 and a two-hundred day moving average of $26.71. The stock has a market cap of $70.32 billion, a price-to-earnings ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a one year low of $23.87 and a one year 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.