HBK Sorce Advisory LLC Has $6.03 Million Holdings in Schwab US Dividend Equity ETF $SCHD

HBK Sorce Advisory LLC trimmed its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 21.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 225,057 shares of the company’s stock after selling 59,838 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,027,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Kozak & Associates Inc. lifted its stake in Schwab US Dividend Equity ETF by 476.1% in the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock valued at $31,000 after acquiring an additional 938 shares during the last quarter. Financial Management Professionals Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 241.9% during the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock valued at $34,000 after purchasing an additional 907 shares in the last quarter. PrairieView Partners LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 57.3% during the 2nd quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock valued at $33,000 after purchasing an additional 467 shares in the last quarter. Vaughan Nelson Investment Management L.P. acquired a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at $39,000. Finally, Independence Bank of Kentucky bought a new stake in Schwab US Dividend Equity ETF in the third quarter worth $41,000.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD opened at $27.64 on Monday. Schwab US Dividend Equity ETF has a fifty-two week low of $23.87 and a fifty-two week high of $28.84. The stock’s 50-day moving average is $27.23 and its two-hundred day moving average is $27.19. The firm has a market cap of $71.47 billion, a P/E ratio of 14.57 and a beta of 0.77.

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.