Schwab US Dividend Equity ETF $SCHD Shares Acquired by Barry Investment Advisors LLC

Barry Investment Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 251,230 shares of the company’s stock after buying an additional 30,427 shares during the period. Schwab US Dividend Equity ETF comprises about 1.7% of Barry Investment Advisors LLC’s investment portfolio, making the stock its 17th largest position. Barry Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $7,708,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Cassaday & Co Wealth Management LLC grew its holdings in Schwab US Dividend Equity ETF by 52.2% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock worth $253,570,000 after acquiring an additional 3,170,728 shares in the last quarter. Cibc World Market Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 31.8% in the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock valued at $192,634,000 after purchasing an additional 1,694,144 shares in the last quarter. Keudell Morrison Wealth Management bought a new position in shares of Schwab US Dividend Equity ETF during the fourth quarter worth about $43,773,000. Evergreen Advisors LLC acquired a new position in Schwab US Dividend Equity ETF in the fourth quarter worth about $41,630,000. Finally, Lido Advisors LLC bought a new stake in Schwab US Dividend Equity ETF in the third quarter valued at about $32,308,000.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA SCHD opened at $32.09 on Monday. The stock’s 50 day moving average price is $31.96 and its two-hundred day moving average price is $30.58. Schwab US Dividend Equity ETF has a 52-week low of $26.21 and a 52-week high of $32.92. The stock has a market capitalization of $91.09 billion, a P/E ratio of 14.57 and a beta of 0.67.

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.