Curio Wealth LLC Makes New Investment in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Curio Wealth LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,240 shares of the company’s stock, valued at approximately $89,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Cassady Schiller Wealth Management LLC grew its stake in Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Cassady Schiller Wealth Management LLC now owns 1,350 shares of the company’s stock worth $37,000 after buying an additional 900 shares in the last quarter. Signaturefd LLC grew its stake in Schwab US Dividend Equity ETF by 207.9% during the fourth quarter. Signaturefd LLC now owns 19,677 shares of the company’s stock worth $538,000 after buying an additional 13,286 shares in the last quarter. Parallel Advisors LLC grew its stake in Schwab US Dividend Equity ETF by 183.0% during the fourth quarter. Parallel Advisors LLC now owns 625,235 shares of the company’s stock worth $17,081,000 after buying an additional 404,266 shares in the last quarter. Valued Retirements Inc. grew its stake in Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Valued Retirements Inc. now owns 14,319 shares of the company’s stock worth $391,000 after buying an additional 9,546 shares in the last quarter. Finally, Gray Wealth Management Inc. grew its stake in Schwab US Dividend Equity ETF by 67.7% during the fourth quarter. Gray Wealth Management Inc. now owns 17,741 shares of the company’s stock worth $485,000 after buying an additional 7,162 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 1.3 %

Shares of Schwab US Dividend Equity ETF stock opened at $27.64 on Monday. The firm’s 50-day moving average price is $27.89 and its two-hundred day moving average price is $28.13. The company has a market capitalization of $68.55 billion, a price-to-earnings ratio of 17.56 and a beta of 0.86. Schwab US Dividend Equity ETF has a 12-month low of $25.18 and a 12-month high of $29.72.

Schwab US Dividend Equity ETF Company 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.