GoalVest Advisory LLC Grows Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

GoalVest Advisory LLC raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1,118.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,008 shares of the company’s stock after buying an additional 4,597 shares during the quarter. GoalVest Advisory LLC’s holdings in Schwab US Dividend Equity ETF were worth $404,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. AMG National Trust Bank boosted its position in shares of Schwab US Dividend Equity ETF by 0.3% during the 4th quarter. AMG National Trust Bank now owns 47,802 shares of the company’s stock valued at $3,639,000 after acquiring an additional 130 shares during the last quarter. SOA Wealth Advisors LLC. boosted its position in shares of Schwab US Dividend Equity ETF by 1.0% during the 1st quarter. SOA Wealth Advisors LLC. now owns 13,177 shares of the company’s stock valued at $1,062,000 after acquiring an additional 133 shares during the last quarter. Bogart Wealth LLC boosted its position in shares of Schwab US Dividend Equity ETF by 2.9% during the 4th quarter. Bogart Wealth LLC now owns 4,784 shares of the company’s stock valued at $364,000 after acquiring an additional 135 shares during the last quarter. Grey Street Capital LLC boosted its position in shares of Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock valued at $1,035,000 after acquiring an additional 136 shares during the last quarter. Finally, Zullo Investment Group Inc. boosted its position in shares of Schwab US Dividend Equity ETF by 0.5% during the 4th quarter. Zullo Investment Group Inc. now owns 32,014 shares of the company’s stock valued at $2,437,000 after acquiring an additional 144 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.8 %

NYSEARCA SCHD traded down $0.64 during trading hours on Tuesday, reaching $78.57. The company had a trading volume of 2,618,657 shares, compared to its average volume of 3,309,945. The stock has a 50-day moving average of $78.04 and a 200 day moving average of $77.54. Schwab US Dividend Equity ETF has a 1-year low of $66.67 and a 1-year high of $80.82. The stock has a market capitalization of $55.12 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.