Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Position in Schwab US Dividend Equity ETF $SCHD

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 20.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 96,071 shares of the company’s stock after buying an additional 16,234 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab US Dividend Equity ETF were worth $2,623,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. Biltmore Family Office LLC lifted its stake in Schwab US Dividend Equity ETF by 116.4% in the 3rd quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock worth $27,000 after purchasing an additional 524 shares in the last quarter. Independence Bank of Kentucky purchased a new position in Schwab US Dividend Equity ETF during the third quarter worth approximately $41,000. True Wealth Design LLC lifted its position in Schwab US Dividend Equity ETF by 42.9% during the third quarter. True Wealth Design LLC now owns 1,500 shares of the company’s stock worth $41,000 after buying an additional 450 shares in the last quarter. Total Investment Management Inc. acquired a new position in Schwab US Dividend Equity ETF during the second quarter worth $43,000. Finally, Morton Brown Family Wealth LLC grew its holdings in Schwab US Dividend Equity ETF by 41.2% in the 3rd quarter. Morton Brown Family Wealth LLC now owns 1,635 shares of the company’s stock valued at $45,000 after buying an additional 477 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.1%

Shares of SCHD opened at $31.61 on Friday. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $31.88. The stock has a fifty day simple moving average of $29.20 and a two-hundred day simple moving average of $27.93. The company has a market capitalization of $83.14 billion, a PE ratio of 14.57 and a beta of 0.77.

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.