Transform Wealth LLC trimmed its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,771 shares of the company’s stock after selling 744 shares during the period. Transform Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $856,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHD. Ambassador Advisors LLC bought a new position in Schwab US Dividend Equity ETF in the fourth quarter worth $25,000. Manchester Financial Inc. purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter valued at $32,000. Private Ocean LLC purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at $42,000. UBS Asset Management Americas Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 39.7% during the 2nd quarter. UBS Asset Management Americas Inc. now owns 781 shares of the company’s stock valued at $41,000 after buying an additional 222 shares in the last quarter. Finally, Liberty Wealth Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $43,000.

NYSEARCA:SCHD opened at $58.84 on Friday. The firm’s 50-day moving average price is $58.03 and its 200-day moving average price is $55.43. Schwab US Dividend Equity ETF has a 1-year low of $48.48 and a 1-year high of $59.56.

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

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