Compound Planning Inc. Acquires 78,329 Shares of Schwab US Dividend Equity ETF $SCHD

Compound Planning Inc. raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 37.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 288,368 shares of the company’s stock after purchasing an additional 78,329 shares during the quarter. Compound Planning Inc.’s holdings in Schwab US Dividend Equity ETF were worth $7,872,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in SCHD. Biltmore Family Office LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 116.4% in the 3rd quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after acquiring an additional 524 shares during the last quarter. Independence Bank of Kentucky purchased a new stake in Schwab US Dividend Equity ETF during the third quarter valued at approximately $41,000. True Wealth Design LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 42.9% in the 3rd quarter. True Wealth Design LLC now owns 1,500 shares of the company’s stock worth $41,000 after purchasing an additional 450 shares during the period. Total Investment Management Inc. bought a new position in shares of Schwab US Dividend Equity ETF during the 2nd quarter valued at approximately $43,000. Finally, Morton Brown Family Wealth LLC raised its holdings in Schwab US Dividend Equity ETF by 41.2% during the 3rd quarter. Morton Brown Family Wealth LLC now owns 1,635 shares of the company’s stock valued at $45,000 after buying an additional 477 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.3%

Shares of SCHD opened at $31.53 on Tuesday. The business has a fifty day moving average of $29.27 and a 200 day moving average of $27.97. The company has a market cap of $82.93 billion, a PE ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $31.88.

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.