Curio Wealth LLC Boosts Stock Position in Schwab US Dividend Equity ETF $SCHD

Curio Wealth LLC raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 80,900.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,240 shares of the company’s stock after purchasing an additional 3,236 shares during the period. Curio Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $86,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Kingstone Capital Partners Texas LLC purchased a new position in Schwab US Dividend Equity ETF in the second quarter valued at about $1,031,129,000. LPL Financial LLC grew its stake in Schwab US Dividend Equity ETF by 6.8% in the first quarter. LPL Financial LLC now owns 38,785,482 shares of the company’s stock valued at $1,084,442,000 after purchasing an additional 2,470,706 shares during the last quarter. Wealthspire Advisors LLC grew its stake in Schwab US Dividend Equity ETF by 95.2% in the first quarter. Wealthspire Advisors LLC now owns 29,554,836 shares of the company’s stock valued at $826,353,000 after purchasing an additional 14,410,724 shares during the last quarter. Avantax Advisory Services Inc. grew its stake in Schwab US Dividend Equity ETF by 6.3% in the first quarter. Avantax Advisory Services Inc. now owns 27,640,926 shares of the company’s stock valued at $772,840,000 after purchasing an additional 1,637,300 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its stake in Schwab US Dividend Equity ETF by 0.7% in the first quarter. Ameriprise Financial Inc. now owns 17,539,875 shares of the company’s stock valued at $491,196,000 after purchasing an additional 113,330 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $27.03 on Friday. The firm has a market capitalization of $70.07 billion, a PE ratio of 14.57 and a beta of 0.88. The business’s 50-day moving average is $27.34 and its two-hundred day moving average is $26.74. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year 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.