Heirloom Wealth Management Cuts Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Heirloom Wealth Management lowered its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 32.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,005 shares of the company’s stock after selling 2,427 shares during the period. Heirloom Wealth Management’s holdings in Schwab US Dividend Equity ETF were worth $404,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of SCHD. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Schwab US Dividend Equity ETF by 157.4% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 29,362 shares of the company’s stock valued at $2,078,000 after buying an additional 17,955 shares during the last quarter. Simplex Trading LLC purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $835,000. WealthPlan Investment Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 162.3% during the 3rd quarter. WealthPlan Investment Management LLC now owns 65,746 shares of the company’s stock worth $4,652,000 after purchasing an additional 40,685 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Schwab US Dividend Equity ETF by 1.8% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 19,930 shares of the company’s stock worth $1,410,000 after purchasing an additional 345 shares in the last quarter. Finally, Main Street Financial Solutions LLC lifted its holdings in Schwab US Dividend Equity ETF by 1.8% during the 3rd quarter. Main Street Financial Solutions LLC now owns 407,682 shares of the company’s stock worth $28,848,000 after purchasing an additional 7,202 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD traded down $1.19 during trading on Thursday, reaching $78.01. The company’s stock had a trading volume of 3,142,019 shares, compared to its average volume of 3,432,555. The stock has a market capitalization of $54.72 billion, a PE ratio of 15.04 and a beta of 0.74. The firm has a fifty day moving average of $78.56 and a 200 day moving average of $76.41. Schwab US Dividend Equity ETF has a one year low of $66.67 and a one year high of $80.82.

Schwab US Dividend Equity ETF Company Profile

(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.

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

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