Cape Investment Advisory Inc. Has $121,000 Position in Schwab US Dividend Equity ETF $SCHD

Cape Investment Advisory Inc. cut its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 97.4% during the 3rd quarter, Holdings Channel reports. The fund owned 4,448 shares of the company’s stock after selling 167,829 shares during the period. Cape Investment Advisory Inc.’s holdings in Schwab US Dividend Equity ETF were worth $121,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the stock. Biltmore Family Office LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 116.4% during the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after purchasing an additional 524 shares during the period. Triumph Capital Management acquired a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at about $33,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at about $35,000. Reyes Financial Architecture Inc. increased its position in Schwab US Dividend Equity ETF by 1,903.1% in the 3rd quarter. Reyes Financial Architecture Inc. now owns 1,302 shares of the company’s stock valued at $36,000 after buying an additional 1,237 shares in the last quarter. Finally, Turning Point Benefit Group Inc. bought a new stake in Schwab US Dividend Equity ETF in the 3rd quarter valued at about $36,000.

Schwab US Dividend Equity ETF Stock Performance

SCHD stock opened at $30.58 on Thursday. The stock’s 50 day simple moving average is $30.49 and its 200 day simple moving average is $28.41. The company has a market cap of $80.43 billion, a P/E ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a fifty-two week low of $23.87 and a fifty-two week high of $31.95.

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.