HHM Wealth Advisors LLC Has $138.88 Million Position in Schwab US Dividend Equity ETF $SCHD

HHM Wealth Advisors LLC lessened its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,087,213 shares of the company’s stock after selling 102,314 shares during the quarter. Schwab US Dividend Equity ETF makes up 16.1% of HHM Wealth Advisors LLC’s holdings, making the stock its largest holding. HHM Wealth Advisors LLC owned about 0.20% of Schwab US Dividend Equity ETF worth $138,881,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Avantax Advisory Services Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 2.9% in the second quarter. Avantax Advisory Services Inc. now owns 28,436,927 shares of the company’s stock worth $753,579,000 after purchasing an additional 796,001 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in Schwab US Dividend Equity ETF by 6.0% in the 2nd quarter. Envestnet Asset Management Inc. now owns 19,215,884 shares of the company’s stock valued at $509,221,000 after buying an additional 1,083,206 shares during the period. Osaic Holdings Inc. grew its stake in Schwab US Dividend Equity ETF by 12.1% in the 2nd quarter. Osaic Holdings Inc. now owns 11,264,610 shares of the company’s stock worth $298,684,000 after acquiring an additional 1,217,005 shares in the last quarter. Cetera Investment Advisers grew its stake in Schwab US Dividend Equity ETF by 4.2% in the 2nd quarter. Cetera Investment Advisers now owns 7,104,121 shares of the company’s stock worth $188,259,000 after acquiring an additional 285,560 shares in the last quarter. Finally, Cerity Partners LLC increased its position in shares of Schwab US Dividend Equity ETF by 18.0% during the third quarter. Cerity Partners LLC now owns 6,599,938 shares of the company’s stock worth $180,178,000 after acquiring an additional 1,005,469 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA SCHD opened at $28.90 on Monday. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.11. The firm has a market capitalization of $75.72 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77. The stock has a 50 day moving average price of $27.64 and a 200 day moving average price of $27.34.

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.