Simplicity Wealth LLC Has $1.56 Million Stock Position in Schwab US Dividend Equity ETF $SCHD

Simplicity Wealth LLC lowered its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 39.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,797 shares of the company’s stock after selling 37,686 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,558,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Joel Isaacson & Co. LLC boosted its position in Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. Joel Isaacson & Co. LLC now owns 42,866 shares of the company’s stock worth $1,176,000 after acquiring an additional 411 shares during the last quarter. Archer Investment Corp boosted its position in Schwab US Dividend Equity ETF by 5.0% during the 4th quarter. Archer Investment Corp now owns 8,534 shares of the company’s stock worth $234,000 after acquiring an additional 404 shares during the last quarter. Carrera Capital Advisors boosted its position in Schwab US Dividend Equity ETF by 75.3% during the 4th quarter. Carrera Capital Advisors now owns 29,228 shares of the company’s stock worth $802,000 after acquiring an additional 12,554 shares during the last quarter. Capital Developers LLC acquired a new position in Schwab US Dividend Equity ETF during the 4th quarter worth approximately $640,000. Finally, Caldwell Trust Co boosted its position in Schwab US Dividend Equity ETF by 3.3% during the 4th quarter. Caldwell Trust Co now owns 92,078 shares of the company’s stock worth $2,526,000 after acquiring an additional 2,967 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.4%

NYSEARCA:SCHD opened at $31.45 on Thursday. Schwab US Dividend Equity ETF has a twelve month low of $25.41 and a twelve month high of $31.95. The business has a 50 day moving average price of $30.98 and a two-hundred day moving average price of $29.12. The company has a market cap of $89.03 billion, a P/E ratio of 14.57 and a beta of 0.70.

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.