Bogart Wealth LLC Raises Stock Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Bogart Wealth LLC grew its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 429.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,295 shares of the company’s stock after purchasing an additional 17,270 shares during the period. Bogart Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $582,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Central Pacific Bank Trust Division increased its stake in shares of Schwab US Dividend Equity ETF by 200.0% during the fourth quarter. Central Pacific Bank Trust Division now owns 906 shares of the company’s stock worth $25,000 after buying an additional 604 shares during the period. Hoese & Co LLP purchased a new stake in shares of Schwab US Dividend Equity ETF during the fourth quarter worth approximately $26,000. IFS Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 184.4% during the fourth quarter. IFS Advisors LLC now owns 1,078 shares of the company’s stock worth $29,000 after buying an additional 699 shares during the period. Kennebec Savings Bank acquired a new position in Schwab US Dividend Equity ETF in the third quarter valued at approximately $31,000. Finally, Olistico Wealth LLC boosted its holdings in Schwab US Dividend Equity ETF by 202.2% in the fourth quarter. Olistico Wealth LLC now owns 1,118 shares of the company’s stock valued at $31,000 after purchasing an additional 748 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.2 %

Shares of SCHD opened at $27.79 on Friday. The stock has a 50 day moving average price of $27.74 and a 200 day moving average price of $27.99. The company has a market capitalization of $19.49 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 52-week low of $25.18 and a 52-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.