Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by Carrera Capital Advisors

Carrera Capital Advisors boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 299.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 15,685 shares of the company’s stock after purchasing an additional 11,762 shares during the quarter. Carrera Capital Advisors’ holdings in Schwab US Dividend Equity ETF were worth $429,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Sumitomo Life Insurance Co. boosted its position in shares of Schwab US Dividend Equity ETF by 200.0% in the 4th quarter. Sumitomo Life Insurance Co. now owns 26,820,000 shares of the company’s stock worth $732,722,000 after buying an additional 17,880,000 shares in the last quarter. Wealthspire Advisors LLC raised its position in Schwab US Dividend Equity ETF by 195.8% during the fourth quarter. Wealthspire Advisors LLC now owns 15,144,112 shares of the company’s stock worth $413,737,000 after acquiring an additional 10,024,156 shares during the last quarter. Orgel Wealth Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 159.8% in the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after purchasing an additional 6,804,908 shares in the last quarter. Cassaday & Co Wealth Management LLC grew its position in shares of Schwab US Dividend Equity ETF by 210.2% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 5,755,912 shares of the company’s stock valued at $157,252,000 after purchasing an additional 3,900,238 shares during the last quarter. Finally, Strategic Financial Concepts LLC increased its stake in shares of Schwab US Dividend Equity ETF by 9,346.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 3,576,526 shares of the company’s stock worth $97,711,000 after purchasing an additional 3,538,664 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.92 on Wednesday. The business has a 50 day moving average price of $27.81 and a 200 day moving average price of $28.12. The company has a market capitalization of $68.40 billion, a P/E ratio of 17.48 and a beta of 0.88. Schwab US Dividend Equity ETF has a 1 year low of $25.18 and a 1 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.