White Lighthouse Investment Management Inc. Purchases 64,483 Shares of Schwab US Dividend Equity ETF $SCHD

White Lighthouse Investment Management Inc. increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 52.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 187,668 shares of the company’s stock after acquiring an additional 64,483 shares during the quarter. Schwab US Dividend Equity ETF comprises about 0.7% of White Lighthouse Investment Management Inc.’s holdings, making the stock its 29th biggest holding. White Lighthouse Investment Management Inc.’s holdings in Schwab US Dividend Equity ETF were worth $5,148,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHD. Mountain Hill Investment Partners Corp. boosted its position in shares of Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after acquiring an additional 832 shares during the period. Merrithew & Thorsten Inc bought a new position in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $25,000. Biltmore Family Office LLC boosted its position in shares of Schwab US Dividend Equity ETF by 116.4% in the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after acquiring an additional 524 shares during the period. Field & Main Bank bought a new position in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000. Finally, Dynamic Wealth Strategies LLC bought a new position in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $29,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $32.83 on Friday. The firm’s 50 day simple moving average is $31.13 and its 200 day simple moving average is $29.65. The company has a market capitalization of $93.19 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 1-year low of $25.69 and a 1-year high of $32.88.

About Schwab US Dividend Equity ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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