Schwab US Dividend Equity ETF $SCHD is Avantax Planning Partners Inc.’s 3rd Largest Position

Avantax Planning Partners Inc. increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 3.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,739,675 shares of the company’s stock after buying an additional 280,277 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 7.6% of Avantax Planning Partners Inc.’s holdings, making the stock its 3rd biggest holding. Avantax Planning Partners Inc.’s holdings in Schwab US Dividend Equity ETF were worth $265,893,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SCHD. Brighton Jones LLC increased its holdings 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 period. Revolve Wealth Partners LLC boosted its holdings in Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares in the last quarter. Bison Wealth LLC increased its position in Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares during the period. Goldman Sachs Group Inc. raised its holdings in Schwab US Dividend Equity ETF by 35.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after purchasing an additional 155,769 shares in the last quarter. Finally, Kathmere Capital Management LLC bought a new position in Schwab US Dividend Equity ETF in the 2nd quarter worth $209,000.

Schwab US Dividend Equity ETF Trading Down 0.1%

Shares of SCHD opened at $29.14 on Monday. Schwab US Dividend Equity ETF has a 1-year low of $23.87 and a 1-year high of $29.30. The firm’s 50-day moving average price is $27.83 and its 200-day moving average price is $27.40. The firm has a market capitalization of $76.44 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.

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.