Winthrop Advisory Group LLC Raises Position in Schwab US Dividend Equity ETF $SCHD

Winthrop Advisory Group LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 5.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 380,637 shares of the company’s stock after buying an additional 19,488 shares during the period. Schwab US Dividend Equity ETF makes up about 0.9% of Winthrop Advisory Group LLC’s investment portfolio, making the stock its 19th largest holding. Winthrop Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $10,441,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Ellis Investment Partners LLC raised its holdings in Schwab US Dividend Equity ETF by 1.1% in the third quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock worth $938,000 after buying an additional 375 shares during the last quarter. Harbor Group Inc. raised its holdings in Schwab US Dividend Equity ETF by 4.8% in the third quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after buying an additional 383 shares during the last quarter. Westside Investment Management Inc. raised its holdings 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 worth $198,000 after buying an additional 383 shares during the last quarter. International Private Wealth Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 3.3% in the fourth quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after buying an additional 397 shares during the last quarter. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings 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 worth $339,000 after buying an additional 402 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

Shares of SCHD stock opened at $30.64 on Tuesday. The company has a 50 day moving average price of $30.93 and a 200-day moving average price of $28.69. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $31.95. The firm has a market capitalization of $84.74 billion, a PE ratio of 14.57 and a beta of 0.77.

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.