Bartlett & CO. Wealth Management LLC Has $1.36 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Bartlett & CO. Wealth Management LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 73.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,412 shares of the company’s stock after purchasing an additional 20,982 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,355,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Ellis Investment Partners LLC raised its position in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock worth $938,000 after purchasing an additional 375 shares during the period. Harbor Group Inc. raised its position in shares of Schwab US Dividend Equity ETF by 4.8% during the third quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock worth $230,000 after purchasing an additional 383 shares during the period. Westside Investment Management Inc. raised its position in shares of Schwab US Dividend Equity ETF by 5.6% during the third quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock worth $198,000 after purchasing an additional 383 shares during the period. International Private Wealth Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF by 3.3% during the fourth quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock worth $340,000 after purchasing an additional 397 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. raised its position in shares of Schwab US Dividend Equity ETF by 3.4% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock worth $339,000 after purchasing an additional 402 shares during the period.

Schwab US Dividend Equity ETF Stock Down 1.2%

Shares of Schwab US Dividend Equity ETF stock opened at $30.56 on Friday. The stock’s fifty day moving average is $31.03 and its 200-day moving average is $28.77. The firm has a market capitalization of $85.13 billion, a PE ratio of 14.57 and a beta of 0.70. Schwab US Dividend Equity ETF has a 12-month low of $24.63 and a 12-month 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.