Cambridge Financial Group LLC Has $3.50 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Cambridge Financial Group LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 20.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 128,168 shares of the company’s stock after purchasing an additional 22,118 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 1.1% of Cambridge Financial Group LLC’s holdings, making the stock its 22nd largest position. Cambridge Financial Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,499,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 206.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after purchasing an additional 51,696 shares during the period. Bison Wealth LLC raised its position in shares of Schwab US Dividend Equity ETF by 234.4% during the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after buying an additional 309,400 shares during the last quarter. Russell Investments Group Ltd. lifted its stake in shares of Schwab US Dividend Equity ETF by 46.4% in the first quarter. Russell Investments Group Ltd. now owns 33,274 shares of the company’s stock valued at $930,000 after buying an additional 10,542 shares during the period. Finally, Kovitz Investment Group Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 46.2% in the first quarter. Kovitz Investment Group Partners LLC now owns 50,115 shares of the company’s stock valued at $1,401,000 after buying an additional 15,829 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.3%

Shares of SCHD opened at $27.76 on Tuesday. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $28.84. The firm has a market capitalization of $71.78 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77. The stock’s 50-day moving average price is $27.10 and its 200 day moving average price is $27.12.

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.