Schwab US Dividend Equity ETF $SCHD Shares Sold by Asset Advisors Investment Management LLC

Asset Advisors Investment Management LLC cut its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 2,534,491 shares of the company’s stock after selling 108,331 shares during the period. Schwab US Dividend Equity ETF accounts for about 6.4% of Asset Advisors Investment Management LLC’s holdings, making the stock its 3rd biggest position. Asset Advisors Investment Management LLC owned 0.10% of Schwab US Dividend Equity ETF worth $69,521,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of SCHD. Biltmore Family Office LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 116.4% during the 3rd quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock worth $27,000 after buying an additional 524 shares during the last quarter. Triumph Capital Management acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $33,000. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $35,000. Reyes Financial Architecture Inc. increased its holdings in shares of Schwab US Dividend Equity ETF by 1,903.1% during the 3rd quarter. Reyes Financial Architecture Inc. now owns 1,302 shares of the company’s stock worth $36,000 after buying an additional 1,237 shares during the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $36,000.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $30.56 on Monday. The company has a market cap of $85.13 billion, a price-to-earnings ratio of 14.57 and a beta of 0.70. The business has a fifty day simple moving average of $31.03 and a 200-day simple moving average of $28.78. Schwab US Dividend Equity ETF has a 52 week low of $24.63 and a 52 week 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.