Schwab US Dividend Equity ETF $SCHD Position Reduced by Mezzasalma Advisors LLC

Mezzasalma Advisors LLC lowered its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 52.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 26,479 shares of the company’s stock after selling 28,735 shares during the period. Mezzasalma Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $734,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Leo Wealth LLC raised its stake in Schwab US Dividend Equity ETF by 2,577.4% during the fourth quarter. Leo Wealth LLC now owns 802,763 shares of the company’s stock valued at $22,019,000 after buying an additional 772,780 shares in the last quarter. MBA Advisors LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 4.7% in the 4th quarter. MBA Advisors LLC now owns 325,460 shares of the company’s stock valued at $8,927,000 after acquiring an additional 14,740 shares during the last quarter. Sowell Financial Services LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 6.6% in the 4th quarter. Sowell Financial Services LLC now owns 99,965 shares of the company’s stock valued at $2,742,000 after acquiring an additional 6,173 shares during the last quarter. BXM Wealth LLC raised its position in shares of Schwab US Dividend Equity ETF by 171.0% during the 4th quarter. BXM Wealth LLC now owns 134,698 shares of the company’s stock valued at $3,695,000 after acquiring an additional 84,985 shares in the last quarter. Finally, Austin Private Wealth LLC raised its position in shares of Schwab US Dividend Equity ETF by 2.8% during the 4th quarter. Austin Private Wealth LLC now owns 26,397 shares of the company’s stock valued at $724,000 after acquiring an additional 726 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $30.56 on Monday. The stock has a market capitalization of $84.52 billion, a PE ratio of 14.57 and a beta of 0.77. The business’s fifty day moving average price is $30.90 and its 200 day moving average price is $28.67. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $31.95.

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.