Retirement Financial Solutions LLC Has $14.43 Million Stake in Schwab US Dividend Equity ETF $SCHD

Retirement Financial Solutions LLC lessened its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 470,475 shares of the company’s stock after selling 16,944 shares during the quarter. Schwab US Dividend Equity ETF accounts for 4.1% of Retirement Financial Solutions LLC’s portfolio, making the stock its 8th largest position. Retirement Financial Solutions LLC’s holdings in Schwab US Dividend Equity ETF were worth $14,434,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. boosted its stake in shares of Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after purchasing an additional 832 shares during the period. Merrithew & Thorsten Inc bought a new position in shares of Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $25,000. Field & Main Bank purchased a new position in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at $29,000. Dynamic Wealth Strategies LLC purchased a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at about $29,000. Finally, Triumph Capital Management purchased a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $33,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock opened at $32.39 on Friday. The business’s fifty day simple moving average is $32.06 and its 200-day simple moving average is $30.72. Schwab US Dividend Equity ETF has a 12-month low of $26.21 and a 12-month high of $32.92. The company has a market cap of $97.86 billion, a PE ratio of 14.57 and a beta of 0.68.

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.