Simplicity Wealth LLC Has $2.58 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Simplicity Wealth LLC reduced its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 16.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 94,483 shares of the company’s stock after selling 18,596 shares during the period. Simplicity Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,579,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Ellis Investment Partners LLC grew its holdings in Schwab US Dividend Equity ETF by 1.1% during the 3rd quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock worth $938,000 after acquiring an additional 375 shares during the last quarter. Madden Advisory Services Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 0.3% during the second quarter. Madden Advisory Services Inc. now owns 113,315 shares of the company’s stock worth $3,003,000 after purchasing an additional 383 shares during the period. Harbor Group Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 4.8% in the third quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after purchasing an additional 383 shares during the last quarter. Bellevue Asset Management LLC increased its holdings in Schwab US Dividend Equity ETF by 1.2% in the second quarter. Bellevue Asset Management LLC now owns 33,109 shares of the company’s stock valued at $877,000 after purchasing an additional 389 shares during the period. Finally, Narwhal Capital Management increased its holdings in Schwab US Dividend Equity ETF by 1.1% in the second quarter. Narwhal Capital Management now owns 36,495 shares of the company’s stock valued at $967,000 after purchasing an additional 400 shares during the period.

Schwab US Dividend Equity ETF Trading Up 0.1%

Shares of SCHD opened at $29.17 on Friday. The stock’s 50-day moving average price is $27.79 and its two-hundred day moving average price is $27.39. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month high of $29.26. The company has a market capitalization of $76.50 billion, a PE ratio of 14.57 and a beta of 0.77.

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.