TRUE Private Wealth Advisors Has $11.47 Million Holdings in Schwab US Dividend Equity ETF $SCHD

TRUE Private Wealth Advisors decreased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.1% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 432,675 shares of the company’s stock after selling 9,158 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 1.3% of TRUE Private Wealth Advisors’ investment portfolio, making the stock its 20th largest position. TRUE Private Wealth Advisors’ holdings in Schwab US Dividend Equity ETF were worth $11,466,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its position in Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after acquiring an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after purchasing an additional 51,696 shares during the period. Bison Wealth LLC boosted its position in shares of Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares in the last quarter. Clifford Swan Investment Counsel LLC acquired a new stake in Schwab US Dividend Equity ETF during the first quarter worth approximately $219,000. Finally, Obermeyer Wealth Partners increased its holdings in Schwab US Dividend Equity ETF by 54.5% in the first quarter. Obermeyer Wealth Partners now owns 19,569 shares of the company’s stock worth $547,000 after purchasing an additional 6,900 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD opened at $27.16 on Wednesday. The firm has a market cap of $70.23 billion, a PE ratio of 14.57 and a beta of 0.77. Schwab US Dividend Equity ETF has a 52-week low of $23.87 and a 52-week high of $29.72. The business’s 50 day moving average price is $27.07 and its two-hundred day moving average price is $26.94.

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.