Schwab US Dividend Equity ETF $SCHD Shares Bought by Retirement Planning Group LLC NY

Retirement Planning Group LLC NY raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 16.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 199,796 shares of the company’s stock after purchasing an additional 28,167 shares during the period. Schwab US Dividend Equity ETF accounts for 4.0% of Retirement Planning Group LLC NY’s investment portfolio, making the stock its 4th largest holding. Retirement Planning Group LLC NY’s holdings in Schwab US Dividend Equity ETF were worth $6,130,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Colorado Capital Management Inc. raised its stake in Schwab US Dividend Equity ETF by 0.9% in the fourth quarter. Colorado Capital Management Inc. now owns 38,637 shares of the company’s stock valued at $1,060,000 after buying an additional 362 shares in the last quarter. International Private Wealth Advisors LLC boosted its position in shares of Schwab US Dividend Equity ETF by 3.3% during the 4th quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after acquiring an additional 397 shares in the last quarter. Brown Lisle Cummings Inc. increased its holdings in shares of Schwab US Dividend Equity ETF by 4.6% in the 1st quarter. Brown Lisle Cummings Inc. now owns 9,135 shares of the company’s stock valued at $280,000 after acquiring an additional 400 shares during the last quarter. Archer Investment Corp increased its holdings in shares of Schwab US Dividend Equity ETF by 5.0% in the 4th quarter. Archer Investment Corp now owns 8,534 shares of the company’s stock valued at $234,000 after acquiring an additional 404 shares during the last quarter. Finally, Semus Wealth Partners LLC raised its position in shares of Schwab US Dividend Equity ETF by 0.8% during the 4th quarter. Semus Wealth Partners LLC now owns 50,970 shares of the company’s stock worth $1,398,000 after acquiring an additional 411 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.4%

SCHD stock opened at $32.09 on Friday. The business has a 50 day moving average price of $31.96 and a 200 day moving average price of $30.56. The stock has a market cap of $91.09 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a fifty-two week low of $26.21 and a fifty-two week high of $32.92.

About Schwab US Dividend Equity ETF

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.