Schwab US Dividend Equity ETF $SCHD Stock Holdings Lessened by Columbia Advisory Partners LLC

Columbia Advisory Partners LLC cut its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 69.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 83,531 shares of the company’s stock after selling 193,825 shares during the period. Schwab US Dividend Equity ETF comprises approximately 1.6% of Columbia Advisory Partners LLC’s holdings, making the stock its 17th biggest position. Columbia Advisory Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,563,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of SCHD. Elmwood Wealth Management Inc. bought a new position in shares of Schwab US Dividend Equity ETF during the fourth quarter valued at approximately $1,003,000. Bell Bank raised its position in shares of Schwab US Dividend Equity ETF by 53.3% during the 4th quarter. Bell Bank now owns 104,155 shares of the company’s stock worth $2,857,000 after purchasing an additional 36,212 shares during the period. Aspire Capital Advisors LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 2.9% in the 4th quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock worth $29,184,000 after purchasing an additional 30,146 shares during the last quarter. BIP Wealth LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth approximately $1,589,000. Finally, Rockefeller Capital Management L.P. lifted its holdings in shares of Schwab US Dividend Equity ETF by 18.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock worth $14,369,000 after purchasing an additional 82,981 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $31.71 on Wednesday. The firm has a market capitalization of $90.02 billion, a P/E ratio of 14.57 and a beta of 0.67. The business has a 50 day simple moving average of $31.99 and a 200 day simple moving average of $30.64. Schwab US Dividend Equity ETF has a 12-month low of $26.21 and a 12-month high of $32.92.

About Schwab US Dividend Equity ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report).

Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Receive News & Ratings for Schwab US Dividend Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Dividend Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.