Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Acquired by Cape Investment Advisory Inc.

Cape Investment Advisory Inc. boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 198.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 161,656 shares of the company’s stock after acquiring an additional 107,580 shares during the quarter. Schwab US Dividend Equity ETF accounts for 1.7% of Cape Investment Advisory Inc.’s portfolio, making the stock its 8th largest position. Cape Investment Advisory Inc.’s holdings in Schwab US Dividend Equity ETF were worth $4,416,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in SCHD. Central Pacific Bank Trust Division lifted its stake in shares of Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock worth $25,000 after acquiring an additional 604 shares during the period. Hoese & Co LLP acquired a new position in shares of Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $26,000. Moisand Fitzgerald Tamayo LLC raised its holdings in Schwab US Dividend Equity ETF by 294.3% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 1,041 shares of the company’s stock worth $28,000 after purchasing an additional 777 shares in the last quarter. IFS Advisors LLC lifted its position in Schwab US Dividend Equity ETF by 184.4% in the fourth quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after purchasing an additional 699 shares during the period. Finally, Kennebec Savings Bank bought a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at $31,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock opened at $28.54 on Friday. The stock has a market cap of $69.92 billion, a PE ratio of 17.48 and a beta of 0.88. The business’s fifty day moving average is $27.78 and its 200-day moving average is $28.10. Schwab US Dividend Equity ETF has a 1 year low of $25.18 and a 1 year 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.