Schwab US Dividend Equity ETF $SCHD Stake Trimmed by Blue Barn Wealth LLC

Blue Barn Wealth LLC lowered its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 46.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 288,349 shares of the company’s stock after selling 246,430 shares during the quarter. Schwab US Dividend Equity ETF accounts for about 11.5% of Blue Barn Wealth LLC’s investment portfolio, making the stock its 3rd largest position. Blue Barn Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $7,909,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. lifted its holdings in Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after purchasing an additional 832 shares in the last quarter. Merrithew & Thorsten Inc purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $25,000. Field & Main Bank purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $29,000. Dynamic Wealth Strategies LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the fourth quarter worth $29,000. Finally, Triumph Capital Management purchased a new position in shares of Schwab US Dividend Equity ETF in the third quarter worth $33,000.

Schwab US Dividend Equity ETF Stock Performance

SCHD stock opened at $32.37 on Thursday. Schwab US Dividend Equity ETF has a one year low of $26.16 and a one year high of $32.91. The company’s fifty day moving average price is $31.42 and its 200-day moving average price is $30.00. The company has a market capitalization of $91.89 billion, a PE ratio of 14.57 and a beta of 0.68.

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.