17,810 Schwab US Dividend Equity ETF $SCHD Shares Purchased by XML Financial LLC

XML Financial LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 408,627 shares of the company’s stock after buying an additional 17,810 shares during the quarter. Schwab US Dividend Equity ETF accounts for 1.0% of XML Financial LLC’s portfolio, making the stock its 25th biggest position. XML Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $13,293,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of SCHD. Cahill Financial Advisors Inc. increased its holdings in Schwab US Dividend Equity ETF by 6.2% in the 2nd quarter. Cahill Financial Advisors Inc. now owns 379,548 shares of the company’s stock worth $12,035,000 after acquiring an additional 22,218 shares during the last quarter. Dominguez Wealth Management Solutions Inc. raised its stake in Schwab US Dividend Equity ETF by 434.1% in the 3rd quarter. Dominguez Wealth Management Solutions Inc. now owns 209,188 shares of the company’s stock valued at $6,805,000 after acquiring an additional 170,021 shares during the period. Bangor Savings Bank purchased a new stake in Schwab US Dividend Equity ETF during the third quarter valued at about $2,480,000. Concurrent Investment Advisors LLC lifted its holdings in Schwab US Dividend Equity ETF by 15.0% during the second quarter. Concurrent Investment Advisors LLC now owns 400,330 shares of the company’s stock valued at $12,694,000 after purchasing an additional 52,223 shares during the last quarter. Finally, HB Wealth Management LLC boosted its position in Schwab US Dividend Equity ETF by 8.4% during the second quarter. HB Wealth Management LLC now owns 1,780,558 shares of the company’s stock worth $56,462,000 after purchasing an additional 137,402 shares during the period.

Schwab US Dividend Equity ETF Stock Up 0.3%

SCHD opened at $35.90 on Tuesday. The company has a market capitalization of $121.21 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. The firm has a 50-day moving average price of $34.15 and a 200-day moving average price of $32.36. Schwab US Dividend Equity ETF has a twelve month low of $26.32 and a twelve month high of $36.10.

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.