Joseph P. Lucia & Associates LLC Increases Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Joseph P. Lucia & Associates LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 207.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 158,976 shares of the company’s stock after buying an additional 107,246 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 1.9% of Joseph P. Lucia & Associates LLC’s investment portfolio, making the stock its 15th biggest holding. Joseph P. Lucia & Associates LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,343,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of SCHD. Colorado Capital Management Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 1.1% in the 3rd quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock worth $980,000 after acquiring an additional 121 shares during the last quarter. Ascent Group LLC lifted its stake in Schwab US Dividend Equity ETF by 1.2% in the second quarter. Ascent Group LLC now owns 12,091 shares of the company’s stock worth $940,000 after purchasing an additional 145 shares during the last quarter. Sunflower Bank N.A. boosted its position in shares of Schwab US Dividend Equity ETF by 4.2% during the third quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock valued at $384,000 after buying an additional 185 shares during the period. Sound Income Strategies LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 12.5% in the third quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock worth $145,000 after buying an additional 191 shares during the period. Finally, waypoint wealth counsel lifted its stake in shares of Schwab US Dividend Equity ETF by 0.9% during the 3rd quarter. waypoint wealth counsel now owns 24,844 shares of the company’s stock worth $2,100,000 after acquiring an additional 215 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 1.4 %

SCHD opened at $28.45 on Tuesday. The business has a fifty day moving average of $28.10 and a 200 day moving average of $27.92. Schwab US Dividend Equity ETF has a 52-week low of $25.16 and a 52-week high of $29.72. The stock has a market cap of $19.96 billion, a P/E ratio of 15.04 and a beta of 0.74.

Schwab US Dividend Equity ETF 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.