Base Wealth Management LLC Has $212,000 Stock Position in Schwab US Dividend Equity ETF $SCHD

Base Wealth Management LLC lowered its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 97.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,756 shares of the company’s stock after selling 248,397 shares during the quarter. Base Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $212,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in SCHD. MOKAN Wealth Management Inc. grew its holdings in Schwab US Dividend Equity ETF by 4.9% during the second quarter. MOKAN Wealth Management Inc. now owns 150,769 shares of the company’s stock worth $3,995,000 after purchasing an additional 6,985 shares during the period. Advisory Resource Group lifted its position in shares of Schwab US Dividend Equity ETF by 4.4% in the second quarter. Advisory Resource Group now owns 59,500 shares of the company’s stock valued at $1,577,000 after buying an additional 2,520 shares during the last quarter. Welch Group LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 44.7% during the 2nd quarter. Welch Group LLC now owns 11,724 shares of the company’s stock worth $311,000 after acquiring an additional 3,624 shares during the period. AE Wealth Management LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 13.2% during the 2nd quarter. AE Wealth Management LLC now owns 321,104 shares of the company’s stock worth $8,509,000 after acquiring an additional 37,403 shares during the period. Finally, B. Riley Wealth Advisors Inc. acquired a new position in shares of Schwab US Dividend Equity ETF during the 2nd quarter worth approximately $2,494,000.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $27.62 on Tuesday. The business has a fifty day simple moving average of $27.24 and a two-hundred day simple moving average of $27.19. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $28.84. The company has a market capitalization of $71.42 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.

About Schwab US Dividend Equity ETF

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.