Schwab US Dividend Equity ETF $SCHD Shares Sold by North Capital Inc.

North Capital Inc. lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 65.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,436 shares of the company’s stock after selling 15,678 shares during the period. North Capital Inc.’s holdings in Schwab US Dividend Equity ETF were worth $259,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Kestra Advisory Services LLC increased its position in Schwab US Dividend Equity ETF by 3.7% during the 1st quarter. Kestra Advisory Services LLC now owns 3,523,127 shares of the company’s stock valued at $108,090,000 after buying an additional 126,902 shares in the last quarter. Money Concepts Capital Corp boosted its holdings in Schwab US Dividend Equity ETF by 52.6% in the first quarter. Money Concepts Capital Corp now owns 81,491 shares of the company’s stock worth $2,500,000 after acquiring an additional 28,076 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 61.7% in the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 481,950 shares of the company’s stock worth $14,786,000 after acquiring an additional 183,950 shares in the last quarter. Beam Wealth Advisors Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 11.3% during the first quarter. Beam Wealth Advisors Inc. now owns 112,874 shares of the company’s stock worth $3,463,000 after acquiring an additional 11,450 shares during the last quarter. Finally, CFS Investment Advisory Services LLC grew its stake in shares of Schwab US Dividend Equity ETF by 18.1% during the first quarter. CFS Investment Advisory Services LLC now owns 33,464 shares of the company’s stock worth $1,039,000 after acquiring an additional 5,117 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.2%

SCHD opened at $32.26 on Friday. The company has a market cap of $97.68 billion, a P/E ratio of 14.57 and a beta of 0.68. The firm’s 50-day moving average price is $32.15 and its 200-day moving average price is $30.87. Schwab US Dividend Equity ETF has a 52-week low of $26.21 and a 52-week high of $32.92.

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.