Schwab US Dividend Equity ETF $SCHD Shares Purchased by Surience Private Wealth LLC

Surience Private Wealth LLC increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 257.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 179,961 shares of the company’s stock after purchasing an additional 129,593 shares during the quarter. Schwab US Dividend Equity ETF makes up 6.0% of Surience Private Wealth LLC’s holdings, making the stock its 4th largest position. Surience Private Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $5,854,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Summit Financial Wealth Advisors LLC bought a new stake in Schwab US Dividend Equity ETF in the 3rd quarter valued at about $63,803,000. Paradiem LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter valued at approximately $56,258,000. Baer Investment Advisory LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth $46,847,000. Stonehearth Capital Management LLC bought a new position in Schwab US Dividend Equity ETF in the third quarter valued at about $31,481,000. Finally, Royal Bank of Canada boosted its position in Schwab US Dividend Equity ETF by 8.3% during the 1st quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock worth $265,563,000 after buying an additional 660,876 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.7%

Schwab US Dividend Equity ETF stock traded up $0.25 during mid-day trading on Friday, hitting $34.35. 25,135,255 shares of the stock were exchanged, compared to its average volume of 22,467,555. The firm’s fifty day simple moving average is $34.01 and its two-hundred day simple moving average is $32.75. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.31. The stock has a market capitalization of $114.95 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

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