Comprehensive Financial Planning Inc. PA Invests $1.73 Million in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Comprehensive Financial Planning Inc. PA acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 63,464 shares of the company’s stock, valued at approximately $1,734,000. Schwab US Dividend Equity ETF accounts for about 1.5% of Comprehensive Financial Planning Inc. PA’s holdings, making the stock its 20th biggest holding.

A number of other large investors have also added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its position in shares of Schwab US Dividend Equity ETF by 7.2% during the third quarter. JPMorgan Chase & Co. now owns 1,568,103 shares of the company’s stock worth $132,552,000 after acquiring an additional 104,855 shares during the last quarter. GAMMA Investing LLC raised its holdings in Schwab US Dividend Equity ETF by 200.0% during the 4th quarter. GAMMA Investing LLC now owns 9,753 shares of the company’s stock worth $266,000 after purchasing an additional 6,502 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $163,000. Synovus Financial Corp lifted its position in shares of Schwab US Dividend Equity ETF by 148.1% in the 3rd quarter. Synovus Financial Corp now owns 42,517 shares of the company’s stock worth $3,594,000 after purchasing an additional 25,380 shares during the period. Finally, Anchor Investment Management LLC increased its position in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Anchor Investment Management LLC now owns 38,517 shares of the company’s stock worth $3,256,000 after buying an additional 428 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.7 %

Shares of NYSEARCA SCHD opened at $27.56 on Monday. The company has a market capitalization of $19.33 billion, a PE ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a twelve month low of $25.16 and a twelve month high of $29.72. The firm has a fifty day simple moving average of $27.85 and a 200 day simple moving average of $27.98.

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.