Ullmann Wealth Partners Group LLC Buys 8,196 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Ullmann Wealth Partners Group LLC lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 200.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,294 shares of the company’s stock after buying an additional 8,196 shares during the quarter. Ullmann Wealth Partners Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $336,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in SCHD. Edgestream Partners L.P. raised its stake in Schwab US Dividend Equity ETF by 148.3% in the second quarter. Edgestream Partners L.P. now owns 9,110 shares of the company’s stock valued at $708,000 after buying an additional 5,441 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in Schwab US Dividend Equity ETF by 7.5% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 286,320 shares of the company’s stock valued at $22,264,000 after acquiring an additional 19,876 shares during the period. Vanguard Personalized Indexing Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 6.3% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 6,593 shares of the company’s stock valued at $513,000 after purchasing an additional 392 shares during the last quarter. Blair William & Co. IL boosted its position in Schwab US Dividend Equity ETF by 278.0% during the second quarter. Blair William & Co. IL now owns 358,851 shares of the company’s stock worth $27,904,000 after purchasing an additional 263,912 shares during the period. Finally, Paces Ferry Wealth Advisors LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 8.9% in the second quarter. Paces Ferry Wealth Advisors LLC now owns 112,820 shares of the company’s stock valued at $8,773,000 after purchasing an additional 9,184 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $27.83 on Friday. The firm has a market capitalization of $19.52 billion, a PE ratio of 15.04 and a beta of 0.74. The company’s 50-day moving average is $28.21 and its 200-day moving average is $27.79. Schwab US Dividend Equity ETF has a fifty-two week low of $24.97 and a fifty-two week high of $29.72.

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.