Win Advisors Inc. Invests $12.07 Million in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Win Advisors Inc. bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 4th quarter, HoldingsChannel reports. The fund bought 158,498 shares of the company’s stock, valued at approximately $12,066,000. Schwab US Dividend Equity ETF comprises approximately 5.5% of Win Advisors Inc.’s investment portfolio, making the stock its 5th largest holding.

A number of other institutional investors have also added to or reduced their stakes in the company. Grey Street Capital LLC grew its position in Schwab US Dividend Equity ETF by 1.0% in the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock worth $1,035,000 after purchasing an additional 136 shares in the last quarter. Zullo Investment Group Inc. grew its position in shares of Schwab US Dividend Equity ETF by 0.5% during the 4th quarter. Zullo Investment Group Inc. now owns 32,014 shares of the company’s stock valued at $2,437,000 after acquiring an additional 144 shares during the period. StrategIQ Financial Group LLC grew its position in shares of Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. StrategIQ Financial Group LLC now owns 14,156 shares of the company’s stock valued at $1,078,000 after acquiring an additional 145 shares during the period. Indie Asset Partners LLC grew its position in shares of Schwab US Dividend Equity ETF by 0.7% during the 4th quarter. Indie Asset Partners LLC now owns 19,890 shares of the company’s stock valued at $1,514,000 after acquiring an additional 146 shares during the period. Finally, Trifecta Capital Advisors LLC grew its position in shares of Schwab US Dividend Equity ETF by 20.0% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 900 shares of the company’s stock valued at $64,000 after acquiring an additional 150 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock traded down $0.14 on Wednesday, reaching $76.85. 985,110 shares of the company traded hands, compared to its average volume of 3,561,724. Schwab US Dividend Equity ETF has a 52 week low of $66.67 and a 52 week high of $80.82. The company has a 50 day moving average of $78.32 and a 200 day moving average of $75.35. The firm has a market capitalization of $53.76 billion, a PE ratio of 14.82 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.