Waller Financial Planning Group Inc. Decreases Position in Schwab US Dividend Equity ETF $SCHD

Waller Financial Planning Group Inc. reduced its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 642,281 shares of the company’s stock after selling 102,021 shares during the quarter. Schwab US Dividend Equity ETF comprises 4.2% of Waller Financial Planning Group Inc.’s holdings, making the stock its 9th biggest position. Waller Financial Planning Group Inc.’s holdings in Schwab US Dividend Equity ETF were worth $20,367,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. grew its position in shares of Schwab US Dividend Equity ETF by 1,241.8% during the 4th 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 period. Merrithew & Thorsten Inc acquired a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $25,000. Field & Main Bank acquired a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000. Dynamic Wealth Strategies LLC bought a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000. Finally, Ashton Thomas Securities LLC bought a new position in Schwab US Dividend Equity ETF in the first quarter valued at approximately $32,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $33.85 on Wednesday. The firm has a fifty day moving average of $32.55 and a two-hundred day moving average of $31.52. The stock has a market capitalization of $105.17 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a 52 week low of $26.32 and a 52 week high of $34.24.

Schwab US Dividend Equity ETF Company 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.