Schwab US Dividend Equity ETF $SCHD is Intergy Private Wealth LLC’s 2nd Largest Position

Intergy Private Wealth LLC boosted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.6% during the 1st quarter, HoldingsChannel.com reports. The fund owned 1,154,086 shares of the company’s stock after purchasing an additional 71,724 shares during the period. Schwab US Dividend Equity ETF makes up 10.4% of Intergy Private Wealth LLC’s portfolio, making the stock its 2nd largest position. Intergy Private Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $35,407,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. increased its stake in shares of Schwab US Dividend Equity ETF by 1,241.8% during the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after purchasing an additional 832 shares during the last quarter. Merrithew & Thorsten Inc purchased a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $25,000. Field & Main Bank purchased a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000. Dynamic Wealth Strategies LLC purchased a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000. Finally, Triumph Capital Management bought a new position in Schwab US Dividend Equity ETF during the third quarter valued at $33,000.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $31.89 on Tuesday. The business has a fifty day simple moving average of $31.85 and a two-hundred day simple moving average of $30.46. Schwab US Dividend Equity ETF has a 1 year low of $26.16 and a 1 year high of $32.92. The company has a market capitalization of $90.53 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.