Kiley Juergens Wealth Management LLC Increases Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Kiley Juergens Wealth Management LLC raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 209.4% in the fourth quarter, Holdings Channel reports. The firm owned 511,262 shares of the company’s stock after acquiring an additional 346,000 shares during the quarter. Schwab US Dividend Equity ETF accounts for 3.5% of Kiley Juergens Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Kiley Juergens Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $13,968,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. LPL Financial LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 3.1% during the third quarter. LPL Financial LLC now owns 11,531,390 shares of the company’s stock valued at $974,748,000 after purchasing an additional 350,872 shares in the last quarter. Orgel Wealth Management LLC raised its position in Schwab US Dividend Equity ETF by 159.8% in the 4th quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock worth $302,220,000 after buying an additional 6,804,908 shares during the last quarter. Keystone Financial Planning Inc. lifted its stake in Schwab US Dividend Equity ETF by 188.6% during the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after acquiring an additional 3,506,729 shares during the period. Commonwealth Equity Services LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 7.5% during the 3rd quarter. Commonwealth Equity Services LLC now owns 4,281,892 shares of the company’s stock valued at $361,948,000 after acquiring an additional 297,674 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its stake in shares of Schwab US Dividend Equity ETF by 2.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 3,629,338 shares of the company’s stock worth $306,788,000 after acquiring an additional 101,637 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.6 %

Shares of Schwab US Dividend Equity ETF stock opened at $27.99 on Tuesday. Schwab US Dividend Equity ETF has a twelve month low of $25.03 and a twelve month high of $29.72. The company has a market cap of $19.63 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company’s 50 day moving average is $28.16 and its 200 day moving average is $27.85.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

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Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report).

Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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