Schwab US Dividend Equity ETF $SCHD is Everest Financial Group LLC’s 6th Largest Position

Everest Financial Group LLC reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 16.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 720,195 shares of the company’s stock after selling 140,073 shares during the quarter. Schwab US Dividend Equity ETF makes up 3.6% of Everest Financial Group LLC’s portfolio, making the stock its 6th biggest holding. Everest Financial Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $22,095,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. MeadowBrook Investment Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 3.3% during the 1st quarter. MeadowBrook Investment Advisors LLC now owns 10,182 shares of the company’s stock valued at $312,000 after acquiring an additional 325 shares during the last quarter. Semus Wealth Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 0.7% in the first quarter. Semus Wealth Partners LLC now owns 51,317 shares of the company’s stock worth $1,574,000 after acquiring an additional 347 shares during the last quarter. Harmony Asset Management LLC boosted its position in shares of Schwab US Dividend Equity ETF by 3.8% in the first quarter. Harmony Asset Management LLC now owns 9,585 shares of the company’s stock worth $294,000 after acquiring an additional 354 shares during the last quarter. Colorado Capital Management Inc. grew its holdings 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 purchasing an additional 362 shares during the period. Finally, Commonwealth Financial Services LLC grew its holdings in Schwab US Dividend Equity ETF by 1.8% in the first quarter. Commonwealth Financial Services LLC now owns 20,837 shares of the company’s stock valued at $639,000 after purchasing an additional 374 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock opened at $33.29 on Friday. The firm has a market capitalization of $102.06 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a one year low of $26.21 and a one year high of $33.50. The company has a 50 day moving average price of $32.38 and a 200 day moving average price of $31.24.

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.