Belpointe Asset Management LLC Grows Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Belpointe Asset Management LLC grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 290,552 shares of the company’s stock after purchasing an additional 21,367 shares during the period. Belpointe Asset Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $7,970,000 as of its most recent SEC filing.

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

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $31.05 on Monday. The company has a market capitalization of $87.27 billion, a P/E ratio of 14.57 and a beta of 0.70. The firm has a 50 day moving average of $31.03 and a 200 day moving average of $28.91. Schwab US Dividend Equity ETF has a twelve month low of $24.76 and a twelve month high of $31.95.

Schwab US Dividend Equity ETF 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.