Schwab US Dividend Equity ETF $SCHD Shares Acquired by BXM Wealth LLC

BXM Wealth LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 171.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 134,698 shares of the company’s stock after acquiring an additional 84,985 shares during the quarter. BXM Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,695,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after buying an additional 51,696 shares in the last quarter. Bison Wealth LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 234.4% in the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after buying an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in Schwab US Dividend Equity ETF by 35.6% during the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after acquiring an additional 155,769 shares during the last quarter. Finally, United Bank boosted its position in Schwab US Dividend Equity ETF by 5.0% during the second quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after acquiring an additional 9,351 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $30.56 on Monday. The stock’s 50 day simple moving average is $30.90 and its 200-day simple moving average is $28.67. The stock has a market cap of $84.52 billion, a P/E ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $31.95.

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.