Carret Asset Management LLC Has $703,000 Holdings in Schwab US Dividend Equity ETF $SCHD

Carret Asset Management LLC raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,510 shares of the company’s stock after purchasing an additional 3,157 shares during the period. Carret Asset Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $703,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in SCHD. Brighton Jones LLC lifted its position in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares during the period. Revolve Wealth Partners LLC lifted its position in Schwab US Dividend Equity ETF by 206.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after purchasing an additional 51,696 shares during the period. Bison Wealth LLC lifted its position in Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares during the period. Allspring Global Investments Holdings LLC lifted its position in Schwab US Dividend Equity ETF by 343.3% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 12,115 shares of the company’s stock valued at $339,000 after purchasing an additional 9,382 shares during the period. Finally, Golden State Wealth Management LLC lifted its position in Schwab US Dividend Equity ETF by 10.1% during the 1st quarter. Golden State Wealth Management LLC now owns 17,275 shares of the company’s stock valued at $483,000 after purchasing an additional 1,586 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA:SCHD opened at $26.68 on Friday. The company has a market capitalization of $69.03 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77. The firm’s 50 day simple moving average is $27.29 and its 200 day simple moving average is $26.80. 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 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.