Schwab US Dividend Equity ETF (SCHD) Stake Increased by Broadleaf Partners LLC

Broadleaf Partners LLC grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 10.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,225 shares of the company’s stock after buying an additional 2,709 shares during the quarter. Broadleaf Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,496,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Cedar Wealth Management LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 12.9% in the 2nd quarter. Cedar Wealth Management LLC now owns 8,774 shares of the company’s stock valued at $432,000 after buying an additional 1,000 shares during the period. Manning & Napier Group LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 1.5% in the 2nd quarter. Manning & Napier Group LLC now owns 74,372 shares of the company’s stock valued at $3,665,000 after buying an additional 1,111 shares during the period. Merit Financial Group LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 17.0% in the 2nd quarter. Merit Financial Group LLC now owns 7,992 shares of the company’s stock valued at $443,000 after buying an additional 1,162 shares during the period. Cobblestone Capital Advisors LLC NY lifted its holdings in shares of Schwab US Dividend Equity ETF by 27.9% in the 2nd quarter. Cobblestone Capital Advisors LLC NY now owns 5,410 shares of the company’s stock valued at $267,000 after buying an additional 1,180 shares during the period. Finally, Captrust Financial Advisors lifted its holdings in shares of Schwab US Dividend Equity ETF by 3.5% in the 2nd quarter. Captrust Financial Advisors now owns 35,106 shares of the company’s stock valued at $1,730,000 after buying an additional 1,183 shares during the period.

Shares of SCHD traded up $0.36 during mid-day trading on Friday, hitting $50.49. The company’s stock had a trading volume of 96,963 shares, compared to its average volume of 866,425. Schwab US Dividend Equity ETF has a 1-year low of $47.08 and a 1-year high of $54.60.

The firm also recently declared a quarterly dividend, which was paid on Friday, September 28th. Stockholders of record on Wednesday, September 26th were issued a $0.3668 dividend. The ex-dividend date was Tuesday, September 25th. This represents a $1.47 annualized dividend and a dividend yield of 2.91%.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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