Perissos Private Wealth Management LLC Has $688,000 Holdings in Schwab US Dividend Equity ETF $SCHD

Perissos Private Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,945 shares of the company’s stock after purchasing an additional 608 shares during the quarter. Perissos Private Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $688,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in SCHD. Kingstone Capital Partners Texas LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the second quarter worth $1,031,129,000. Wealthspire Advisors LLC lifted its position in shares of 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 worth $826,353,000 after purchasing an additional 14,410,724 shares in the last quarter. RMG Wealth Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the second quarter worth $132,621,000. LPL Financial LLC raised its position in Schwab US Dividend Equity ETF by 6.8% during the first quarter. LPL Financial LLC now owns 38,785,482 shares of the company’s stock worth $1,084,442,000 after acquiring an additional 2,470,706 shares in the last quarter. Finally, Cresset Asset Management LLC raised its position in shares of Schwab US Dividend Equity ETF by 37.5% in the first quarter. Cresset Asset Management LLC now owns 7,582,282 shares of the company’s stock valued at $212,001,000 after purchasing an additional 2,069,007 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of 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 company’s 50-day moving average is $27.34 and its 200-day moving average is $26.76. Schwab US Dividend Equity ETF has a fifty-two week low of $23.87 and a fifty-two week high of $29.72.

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.