Schwab US Dividend Equity ETF $SCHD Shares Acquired by Comprehensive Financial Planning Inc. PA

Comprehensive Financial Planning Inc. PA lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 30.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 75,886 shares of the company’s stock after purchasing an additional 17,603 shares during the period. Schwab US Dividend Equity ETF comprises about 1.3% of Comprehensive Financial Planning Inc. PA’s investment portfolio, making the stock its 23rd biggest holding. Comprehensive Financial Planning Inc. PA’s holdings in Schwab US Dividend Equity ETF were worth $2,406,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings 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 acquiring an additional 51,696 shares during the last quarter. Bison Wealth LLC lifted its stake in 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 worth $12,059,000 after purchasing an additional 309,400 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in Schwab US Dividend Equity ETF by 35.6% during the first 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 during the last quarter. Finally, United Bank increased its stake in Schwab US Dividend Equity ETF by 5.0% during the second quarter. United Bank now owns 195,713 shares of the company’s stock valued at $5,186,000 after purchasing an additional 9,351 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA SCHD opened at $35.08 on Friday. Schwab US Dividend Equity ETF has a one year low of $26.32 and a one year high of $35.31. The company has a 50-day simple moving average of $33.58 and a 200-day simple moving average of $32.23. The firm has a market capitalization of $108.99 billion, a PE ratio of 14.57 and a beta of 0.67.

About Schwab US Dividend Equity ETF

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.