Roman Butler Fullerton & Co. Acquires 6,995 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Roman Butler Fullerton & Co. raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 28.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,598 shares of the company’s stock after purchasing an additional 6,995 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 1.0% of Roman Butler Fullerton & Co.’s investment portfolio, making the stock its 26th largest holding. Roman Butler Fullerton & Co.’s holdings in Schwab US Dividend Equity ETF were worth $2,434,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in SCHD. Moneta Group Investment Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 104,751.9% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 52,654,527 shares of the company’s stock valued at $3,977,523,000 after acquiring an additional 52,604,309 shares in the last quarter. LPL Financial LLC grew its stake in Schwab US Dividend Equity ETF by 4.7% in the third quarter. LPL Financial LLC now owns 11,272,535 shares of the company’s stock valued at $797,645,000 after purchasing an additional 503,970 shares during the last quarter. Charles Schwab Investment Advisory Inc. grew its stake in Schwab US Dividend Equity ETF by 3.7% in the first quarter. Charles Schwab Investment Advisory Inc. now owns 8,927,261 shares of the company’s stock valued at $704,272,000 after purchasing an additional 319,294 shares during the last quarter. Morgan Stanley grew its stake in Schwab US Dividend Equity ETF by 13.3% in the fourth quarter. Morgan Stanley now owns 7,736,874 shares of the company’s stock valued at $584,444,000 after purchasing an additional 911,053 shares during the last quarter. Finally, Avantax Advisory Services Inc. grew its stake in Schwab US Dividend Equity ETF by 3.7% in the third quarter. Avantax Advisory Services Inc. now owns 7,458,984 shares of the company’s stock valued at $527,798,000 after purchasing an additional 266,516 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

SCHD traded up $0.20 on Thursday, hitting $76.01. The company had a trading volume of 647,035 shares, compared to its average volume of 3,646,353. The stock has a fifty day moving average price of $78.25 and a 200-day moving average price of $74.86. Schwab US Dividend Equity ETF has a 12-month low of $66.67 and a 12-month high of $80.82. The stock has a market capitalization of $53.26 billion, a price-to-earnings ratio of 15.00 and a beta of 0.79.

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.