Barry Investment Advisors LLC Boosts Stock Position in Schwab US Dividend Equity ETF $SCHD

Barry Investment Advisors LLC increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 8.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 225,723 shares of the company’s stock after acquiring an additional 18,282 shares during the period. Schwab US Dividend Equity ETF comprises about 1.4% of Barry Investment Advisors LLC’s holdings, making the stock its 18th biggest position. Barry Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $6,162,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Kozak & Associates Inc. increased its position in Schwab US Dividend Equity ETF by 476.1% during the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after purchasing an additional 938 shares during the last quarter. PrairieView Partners LLC lifted its position in shares of Schwab US Dividend Equity ETF by 57.3% during the second quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock worth $33,000 after purchasing an additional 467 shares in the last quarter. Financial Management Professionals Inc. lifted its holdings in Schwab US Dividend Equity ETF by 241.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after buying an additional 907 shares in the last quarter. Vaughan Nelson Investment Management L.P. acquired a new position in shares of Schwab US Dividend Equity ETF in the second quarter worth about $39,000. Finally, Independence Bank of Kentucky purchased a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at approximately $41,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $28.09 on Wednesday. The firm has a market cap of $73.28 billion, a P/E ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $28.84. The firm has a fifty day moving average of $27.32 and a two-hundred day moving average of $27.23.

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.