WealthPLAN Partners LLC Buys Shares of 80,256 SCHWAB STRATEGI/US DIV EQUITY ETF (SCHD)

WealthPLAN Partners LLC bought a new position in SCHWAB STRATEGI/US DIV EQUITY ETF (NYSEARCA:SCHD) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 80,256 shares of the company’s stock, valued at approximately $3,935,000. SCHWAB STRATEGI/US DIV EQUITY ETF makes up about 0.9% of WealthPLAN Partners LLC’s portfolio, making the stock its 28th biggest holding. WealthPLAN Partners LLC owned about 0.05% of SCHWAB STRATEGI/US DIV EQUITY ETF at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Wagner Wealth Management LLC bought a new position in shares of SCHWAB STRATEGI/US DIV EQUITY ETF during the 4th quarter valued at approximately $134,000. Trustcore Financial Services LLC boosted its stake in SCHWAB STRATEGI/US DIV EQUITY ETF by 297.6% during the first quarter. Trustcore Financial Services LLC now owns 3,471 shares of the company’s stock worth $170,000 after buying an additional 2,598 shares during the last quarter. Bank of Montreal Can boosted its stake in SCHWAB STRATEGI/US DIV EQUITY ETF by 40.4% during the fourth quarter. Bank of Montreal Can now owns 3,692 shares of the company’s stock worth $189,000 after buying an additional 1,063 shares during the last quarter. First Wilshire Securities Management Inc. acquired a new position in SCHWAB STRATEGI/US DIV EQUITY ETF during the fourth quarter worth $203,000. Finally, Baird Financial Group Inc. acquired a new position in SCHWAB STRATEGI/US DIV EQUITY ETF during the fourth quarter worth $204,000.

NYSEARCA SCHD traded up $0.15 on Thursday, reaching $50.89. 4,261 shares of the company were exchanged, compared to its average volume of 1,084,698. SCHWAB STRATEGI/US DIV EQUITY ETF has a fifty-two week low of $44.75 and a fifty-two week high of $54.60.

Institutional Ownership by Quarter for SCHWAB STRATEGI/US DIV EQUITY ETF (NYSEARCA:SCHD)

Receive News & Ratings for SCHWAB STRATEGI/US DIV EQUITY ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SCHWAB STRATEGI/US DIV EQUITY ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply