Curtis Advisory Group LLC Has $6.63 Million Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Curtis Advisory Group LLC reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 2.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 87,114 shares of the company’s stock after selling 2,270 shares during the quarter. Schwab US Dividend Equity ETF makes up 3.0% of Curtis Advisory Group LLC’s investment portfolio, making the stock its 10th largest holding. Curtis Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,632,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of SCHD. O Shaughnessy Asset Management LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 115.2% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 353 shares of the company’s stock worth $26,000 after buying an additional 189 shares during the last quarter. Raleigh Capital Management Inc. bought a new position in Schwab US Dividend Equity ETF in the 3rd quarter valued at $28,000. Howe & Rusling Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 209.8% during the 3rd quarter. Howe & Rusling Inc. now owns 508 shares of the company’s stock worth $36,000 after purchasing an additional 344 shares during the period. BlackRock Inc. grew its position in Schwab US Dividend Equity ETF by 464.5% during the second quarter. BlackRock Inc. now owns 525 shares of the company’s stock valued at $38,000 after buying an additional 432 shares during the period. Finally, Carmel Capital Partners LLC purchased a new stake in Schwab US Dividend Equity ETF during the third quarter worth about $39,000.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock traded down $1.14 on Friday, reaching $76.79. 3,676,263 shares of the company traded hands, compared to its average volume of 3,698,121. The firm has a market capitalization of $53.81 billion, a PE ratio of 15.00 and a beta of 0.79. The company has a 50 day moving average of $78.29 and a 200 day moving average of $74.69. Schwab US Dividend Equity ETF has a 52 week low of $66.67 and a 52 week high of $80.82.

About Schwab US Dividend Equity ETF

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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