MOR Wealth Management LLC lessened its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 132,858 shares of the company’s stock after selling 15,888 shares during the period. Schwab US Dividend Equity ETF makes up about 1.9% of MOR Wealth Management LLC’s investment portfolio, making the stock its 13th largest position. MOR Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,076,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of SCHD. Mountain Hill Investment Partners Corp. grew its stake in shares of Schwab US Dividend Equity ETF by 1,241.8% in the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after buying an additional 832 shares in the last quarter. Merrithew & Thorsten Inc purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $25,000. Field & Main Bank purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $29,000. Dynamic Wealth Strategies LLC bought a new position in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at about $29,000. Finally, Triumph Capital Management bought a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at about $33,000.
Schwab US Dividend Equity ETF Trading Up 1.7%
SCHD opened at $32.39 on Friday. The stock has a 50-day moving average of $32.04 and a 200 day moving average of $30.70. Schwab US Dividend Equity ETF has a 12 month low of $26.21 and a 12 month high of $32.92. The firm has a market cap of $97.46 billion, a P/E ratio of 14.57 and a beta of 0.68.
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.
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