Stephen J. Garry & Associates LLC Makes New Investment in Schwab US Dividend Equity ETF $SCHD

Stephen J. Garry & Associates LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 22,855 shares of the company’s stock, valued at approximately $743,000. Schwab US Dividend Equity ETF makes up 0.6% of Stephen J. Garry & Associates LLC’s portfolio, making the stock its 23rd largest holding.

Several other large investors have also added to or reduced their stakes in the stock. International Private Wealth Advisors LLC boosted its position in Schwab US Dividend Equity ETF by 10.0% during the 3rd quarter. International Private Wealth Advisors LLC now owns 9,448 shares of the company’s stock valued at $307,000 after acquiring an additional 858 shares in the last quarter. First Command Advisory Services Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 1.0% during the 3rd quarter. First Command Advisory Services Inc. now owns 1,218,428 shares of the company’s stock worth $39,636,000 after acquiring an additional 12,053 shares during the period. Silver Grove Financial Group Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 259.8% during the 3rd quarter. Silver Grove Financial Group Inc. now owns 957 shares of the company’s stock worth $31,000 after acquiring an additional 691 shares during the period. AMG National Trust Bank purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $3,966,000. Finally, Mesirow Financial Investment Management Inc. bought a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $15,605,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $36.02 on Thursday. Schwab US Dividend Equity ETF has a 52-week low of $26.60 and a 52-week high of $36.38. The firm has a market capitalization of $122.56 billion, a P/E ratio of 19.09 and a beta of 0.66. The stock has a 50 day moving average price of $34.25 and a 200-day moving average price of $32.59.

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.