Schwab US Dividend Equity ETF $SCHD Holdings Boosted by Opulen Financial Group LLC

Opulen Financial Group LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 544,113 shares of the company’s stock after buying an additional 32,121 shares during the quarter. Schwab US Dividend Equity ETF accounts for about 10.9% of Opulen Financial Group LLC’s investment portfolio, making the stock its 2nd largest position. Opulen Financial Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $14,925,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mountain Hill Investment Partners Corp. boosted its holdings in shares of Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after buying an additional 832 shares during the last quarter. Merrithew & Thorsten Inc purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $25,000. Field & Main Bank purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $29,000. Dynamic Wealth Strategies LLC purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $29,000. Finally, Triumph Capital Management purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at approximately $33,000.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA:SCHD opened at $32.50 on Monday. Schwab US Dividend Equity ETF has a 1-year low of $25.89 and a 1-year high of $32.91. The company has a market capitalization of $92.26 billion, a P/E ratio of 14.57 and a beta of 0.68. The firm’s 50 day simple moving average is $31.31 and its two-hundred day simple moving average is $29.89.

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.