Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 201.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,626 shares of the company’s stock after buying an additional 6,438 shares during the period. Financial Synergies Wealth Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $263,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in SCHD. Sumitomo Life Insurance Co. boosted its position in Schwab US Dividend Equity ETF by 200.0% in the fourth quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock valued at $732,722,000 after buying an additional 17,880,000 shares during the last quarter. Orgel Wealth Management LLC boosted its holdings in shares of 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 valued at $302,220,000 after acquiring an additional 6,804,908 shares during the last quarter. Keystone Financial Planning Inc. boosted its holdings 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 last quarter. HHM Wealth Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 207.3% in the fourth quarter. HHM Wealth Advisors LLC now owns 4,872,578 shares of the company’s stock worth $133,119,000 after acquiring an additional 3,286,917 shares during the period. Finally, LVW Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 203.4% during the fourth quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock worth $98,287,000 after purchasing an additional 2,412,003 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $27.75 on Friday. The firm’s fifty day moving average is $27.92 and its two-hundred day moving average is $27.97. The firm has a market cap of $19.47 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a one year low of $25.16 and a one year high of $29.72.

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.