Accordant Advisory Group Inc increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 1,164.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 108,084 shares of the company’s stock after purchasing an additional 99,539 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 2.1% of Accordant Advisory Group Inc’s portfolio, making the stock its 17th biggest position. Accordant Advisory Group Inc’s holdings in Schwab US Dividend Equity ETF were worth $2,864,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after acquiring an additional 84,262 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Schwab US Dividend Equity ETF by 206.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after purchasing an additional 51,696 shares in the last quarter. Bison Wealth LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 234.4% in the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares during the period. Madden Advisory Services Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 0.5% in the first quarter. Madden Advisory Services Inc. now owns 112,932 shares of the company’s stock valued at $3,158,000 after purchasing an additional 585 shares in the last quarter. Finally, Efficient Advisors LLC purchased a new stake in Schwab US Dividend Equity ETF during the 1st quarter worth approximately $552,000.
Schwab US Dividend Equity ETF Stock Down 0.8%
NYSEARCA SCHD opened at $26.93 on Thursday. The stock has a market capitalization of $69.64 billion, a PE ratio of 14.57 and a beta of 0.77. The firm has a 50 day moving average of $27.05 and a two-hundred day moving average of $26.94. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $29.72.
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.
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