316,781 Shares in Schwab US Dividend Equity ETF $SCHD Acquired by Retirement Financial Solutions LLC

Retirement Financial Solutions LLC acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 316,781 shares of the company’s stock, valued at approximately $8,648,000. Schwab US Dividend Equity ETF makes up approximately 5.3% of Retirement Financial Solutions LLC’s portfolio, making the stock its 9th biggest position.

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

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA SCHD opened at $27.73 on Monday. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $28.84. The stock’s 50-day simple moving average is $27.28 and its 200-day simple moving average is $27.21. The firm has a market cap of $72.34 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.

Schwab US Dividend Equity ETF 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.