Schwab US Dividend Equity ETF $SCHD Shares Acquired by Bernardo Wealth Planning LLC

Bernardo Wealth Planning LLC boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 42.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,802 shares of the company’s stock after purchasing an additional 5,889 shares during the quarter. Bernardo Wealth Planning LLC’s holdings in Schwab US Dividend Equity ETF were worth $525,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Leuthold Group LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 2nd quarter worth $234,000. Legacy Capital Wealth Partners LLC purchased a new stake in Schwab US Dividend Equity ETF during the second quarter valued at about $1,278,000. Meridian Wealth Partners LLC increased its stake in Schwab US Dividend Equity ETF by 3.3% during the second quarter. Meridian Wealth Partners LLC now owns 67,962 shares of the company’s stock worth $1,801,000 after acquiring an additional 2,143 shares during the last quarter. Scotia Capital Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 4.4% in the 2nd quarter. Scotia Capital Inc. now owns 534,911 shares of the company’s stock worth $14,175,000 after purchasing an additional 22,552 shares during the period. Finally, Level Four Advisory Services LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 3.8% in the 2nd quarter. Level Four Advisory Services LLC now owns 403,681 shares of the company’s stock valued at $10,698,000 after purchasing an additional 14,757 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $27.59 on Friday. The stock has a 50-day simple moving average of $27.02 and a 200-day simple moving average of $27.00. The stock has a market capitalization of $71.34 billion, a P/E ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $29.58.

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.