Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Shares Purchased by Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 198.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 579,966 shares of the company’s stock after acquiring an additional 385,667 shares during the quarter. Schwab US Dividend Equity ETF makes up about 6.8% of Lakeshore Financial Planning Inc.’s portfolio, making the stock its 6th largest holding. Lakeshore Financial Planning Inc. owned about 0.08% of Schwab US Dividend Equity ETF worth $15,845,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Legacy Investment Solutions LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $34,000. Anchor Investment Management LLC raised its position in shares of Schwab US Dividend Equity ETF by 1.1% in the third quarter. Anchor Investment Management LLC now owns 38,517 shares of the company’s stock valued at $3,256,000 after purchasing an additional 428 shares during the period. Bernardo Wealth Planning LLC raised its position in shares of Schwab US Dividend Equity ETF by 3.8% in the fourth quarter. Bernardo Wealth Planning LLC now owns 13,546 shares of the company’s stock valued at $366,000 after purchasing an additional 498 shares during the period. CreativeOne Wealth LLC increased its holdings in Schwab US Dividend Equity ETF by 1.8% during the 3rd quarter. CreativeOne Wealth LLC now owns 30,496 shares of the company’s stock worth $2,578,000 after acquiring an additional 529 shares during the period. Finally, Central Pacific Bank Trust Division increased its holdings in Schwab US Dividend Equity ETF by 200.0% during 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.

Schwab US Dividend Equity ETF Trading Down 0.3 %

Schwab US Dividend Equity ETF stock opened at $27.95 on Friday. The firm’s 50 day simple moving average is $27.94 and its 200 day simple moving average is $28.13. The firm has a market capitalization of $69.32 billion, a PE ratio of 17.56 and a beta of 0.86. 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.