Whelan Financial Sells 5,636 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Whelan Financial reduced its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 524,757 shares of the company’s stock after selling 5,636 shares during the period. Schwab US Dividend Equity ETF makes up about 19.3% of Whelan Financial’s investment portfolio, making the stock its 2nd biggest position. Whelan Financial owned approximately 0.07% of Schwab US Dividend Equity ETF worth $42,311,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of SCHD. FMR LLC lifted its holdings in Schwab US Dividend Equity ETF by 22.7% in the third quarter. FMR LLC now owns 64,312 shares of the company’s stock valued at $4,551,000 after buying an additional 11,906 shares during the period. Natixis Advisors L.P. acquired a new stake in Schwab US Dividend Equity ETF in the third quarter worth $723,000. O Shaughnessy Asset Management LLC raised its holdings in Schwab US Dividend Equity ETF by 151.4% in the third quarter. O Shaughnessy Asset Management LLC now owns 1,385 shares of the company’s stock worth $98,000 after purchasing an additional 834 shares during the period. Trexquant Investment LP acquired a new stake in Schwab US Dividend Equity ETF in the third quarter worth $512,000. Finally, Tower Research Capital LLC TRC raised its holdings in Schwab US Dividend Equity ETF by 6,038.2% in the third quarter. Tower Research Capital LLC TRC now owns 13,995 shares of the company’s stock worth $990,000 after purchasing an additional 13,767 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.3 %

Shares of NYSEARCA:SCHD traded down $0.27 during midday trading on Thursday, reaching $77.18. 2,056,329 shares of the company were exchanged, compared to its average volume of 3,308,233. Schwab US Dividend Equity ETF has a fifty-two week low of $66.67 and a fifty-two week high of $80.82. The stock has a fifty day simple moving average of $78.09 and a two-hundred day simple moving average of $77.64. The firm has a market cap of $54.14 billion, a PE ratio of 15.04 and a beta of 0.74.

About Schwab US Dividend Equity ETF

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.