Tred Avon Family Wealth LLC Takes $1.94 Million Position in Schwab US Dividend Equity ETF $SCHD

Tred Avon Family Wealth LLC acquired a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 71,198 shares of the company’s stock, valued at approximately $1,944,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. FAS Wealth Partners Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 1.5% during the 3rd quarter. FAS Wealth Partners Inc. now owns 36,350 shares of the company’s stock valued at $992,000 after buying an additional 554 shares during the last quarter. BLVD Private Wealth LLC increased its holdings in Schwab US Dividend Equity ETF by 1.1% in the third quarter. BLVD Private Wealth LLC now owns 50,800 shares of the company’s stock worth $1,387,000 after buying an additional 534 shares during the last quarter. Beacon Financial Advisory LLC raised its position in Schwab US Dividend Equity ETF by 6.9% during the third quarter. Beacon Financial Advisory LLC now owns 29,612 shares of the company’s stock valued at $808,000 after acquiring an additional 1,909 shares in the last quarter. Smithbridge Asset Management Inc. DE lifted its stake in Schwab US Dividend Equity ETF by 5.6% in the third quarter. Smithbridge Asset Management Inc. DE now owns 382,259 shares of the company’s stock valued at $10,436,000 after acquiring an additional 20,162 shares during the last quarter. Finally, Walkner Condon Financial Advisors LLC grew its position in Schwab US Dividend Equity ETF by 10.0% in the third quarter. Walkner Condon Financial Advisors LLC now owns 39,432 shares of the company’s stock worth $1,076,000 after acquiring an additional 3,591 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.4%

Schwab US Dividend Equity ETF stock opened at $28.90 on Friday. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $29.11. The firm’s fifty day simple moving average is $27.64 and its 200-day simple moving average is $27.34. The company has a market capitalization of $75.72 billion, a P/E ratio of 14.57 and a beta of 0.77.

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.