JT Stratford LLC Has $4.84 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD

JT Stratford LLC trimmed its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 37.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 177,194 shares of the company’s stock after selling 106,130 shares during the quarter. JT Stratford LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,837,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in Schwab US Dividend Equity ETF by 404.6% in the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after buying an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 206.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares during the period. Bison Wealth LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 234.4% during the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after acquiring an additional 309,400 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 35.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after purchasing an additional 155,769 shares in the last quarter. Finally, United Bank grew its holdings in shares of Schwab US Dividend Equity ETF by 5.0% in the 2nd quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after purchasing an additional 9,351 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.2%

Shares of Schwab US Dividend Equity ETF stock opened at $31.54 on Thursday. Schwab US Dividend Equity ETF has a 12-month low of $23.87 and a 12-month high of $31.95. The stock has a market capitalization of $82.96 billion, a P/E ratio of 14.57 and a beta of 0.77. The company has a 50-day simple moving average of $29.84 and a 200 day simple moving average of $28.18.

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.