Montis Financial LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 698,216 shares of the company’s stock after buying an additional 25,352 shares during the quarter. Schwab US Dividend Equity ETF makes up about 4.7% of Montis Financial LLC’s holdings, making the stock its 8th biggest holding. Montis Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $22,713,000 at the end of the most recent quarter.
Several other institutional investors also recently modified their holdings of the business. Gryphon Financial Partners LLC bought a new position in Schwab US Dividend Equity ETF during the 3rd quarter valued at approximately $205,000. Villere ST Denis J & Co. LLC purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at $2,621,000. Kestra Investment Management LLC raised its stake in Schwab US Dividend Equity ETF by 52.7% during the third quarter. Kestra Investment Management LLC now owns 10,645 shares of the company’s stock valued at $346,000 after buying an additional 3,675 shares during the last quarter. AlphaCore Capital LLC boosted its holdings in Schwab US Dividend Equity ETF by 55.4% in the third quarter. AlphaCore Capital LLC now owns 194,747 shares of the company’s stock worth $6,335,000 after acquiring an additional 69,458 shares in the last quarter. Finally, Jim Saulnier & Associates LLC bought a new stake in Schwab US Dividend Equity ETF in the third quarter worth $206,000.
Schwab US Dividend Equity ETF Price Performance
SCHD opened at $35.65 on Tuesday. The firm has a market cap of $121.30 billion, a PE ratio of 19.09 and a beta of 0.66. The stock has a 50-day moving average price of $34.21 and a 200-day moving average price of $32.52. Schwab US Dividend Equity ETF has a 1 year low of $26.51 and a 1 year high of $36.38.
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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