Heritage Wealth Management Inc. CA Takes Position in Schwab US Dividend Equity ETF $SCHD

Heritage Wealth Management Inc. CA purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 31,700 shares of the company’s stock, valued at approximately $865,000.

Other institutional investors also recently bought and sold shares of the company. Ellis Investment Partners LLC raised its holdings in shares of 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 period. Harbor Group Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 4.8% in the 3rd quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock valued at $230,000 after buying an additional 383 shares during the period. Westside Investment Management Inc. raised its position in Schwab US Dividend Equity ETF by 5.6% in the third quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock valued at $198,000 after purchasing an additional 383 shares during the period. Whittier Trust Co. of Nevada Inc. raised its position in Schwab US Dividend Equity ETF by 3.4% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock valued at $339,000 after purchasing an additional 402 shares during the period. Finally, Harbor Investment Advisory LLC increased its stake in Schwab US Dividend Equity ETF by 2.9% during the 3rd quarter. Harbor Investment Advisory LLC now owns 14,432 shares of the company’s stock worth $394,000 after buying an additional 410 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD opened at $31.47 on Friday. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $31.49. The stock has a market capitalization of $82.77 billion, a PE ratio of 14.57 and a beta of 0.77. The stock has a 50-day simple moving average of $28.42 and a 200-day simple moving average of $27.60.

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.