Enclave Advisors LLC Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Enclave Advisors LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 190.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 94,769 shares of the company’s stock after purchasing an additional 62,168 shares during the period. Enclave Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,589,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Orgel Wealth Management LLC lifted its position in Schwab US Dividend Equity ETF by 159.8% during the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after buying an additional 6,804,908 shares in the last quarter. Keystone Financial Planning Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 188.6% in 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. LVW Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 203.4% during the 4th quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock valued at $98,287,000 after acquiring an additional 2,412,003 shares in the last quarter. Ameritas Advisory Services LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 217.1% during the 4th quarter. Ameritas Advisory Services LLC now owns 2,173,729 shares of the company’s stock valued at $59,386,000 after acquiring an additional 1,488,281 shares in the last quarter. Finally, Howard Financial Services LTD. boosted its position in Schwab US Dividend Equity ETF by 207.6% during the 4th quarter. Howard Financial Services LTD. now owns 2,021,759 shares of the company’s stock worth $55,234,000 after purchasing an additional 1,364,511 shares during the period.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $28.22 on Wednesday. The business’s 50-day moving average is $28.16 and its two-hundred day moving average is $27.85. The firm has a market capitalization of $19.80 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 12 month low of $25.16 and a 12 month high of $29.72.

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.