Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Position Boosted by Blue Barn Wealth LLC

Blue Barn Wealth LLC grew its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 132,911 shares of the company’s stock after purchasing an additional 2,029 shares during the period. Schwab US Dividend Equity ETF makes up approximately 6.0% of Blue Barn Wealth LLC’s holdings, making the stock its 4th largest holding. Blue Barn Wealth LLC’s holdings in Schwab US Dividend Equity ETF were worth $10,717,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. AMG National Trust Bank raised its position in Schwab US Dividend Equity ETF by 0.3% in the fourth quarter. AMG National Trust Bank now owns 47,802 shares of the company’s stock valued at $3,639,000 after purchasing an additional 130 shares during the period. PDS Planning Inc grew its position in Schwab US Dividend Equity ETF by 2.2% in the first quarter. PDS Planning Inc now owns 6,203 shares of the company’s stock valued at $500,000 after acquiring an additional 132 shares in the last quarter. SOA Wealth Advisors LLC. raised its stake in shares of Schwab US Dividend Equity ETF by 1.0% during the first quarter. SOA Wealth Advisors LLC. now owns 13,177 shares of the company’s stock valued at $1,062,000 after purchasing an additional 133 shares during the period. Bogart Wealth LLC lifted its position in shares of Schwab US Dividend Equity ETF by 2.9% during the fourth quarter. Bogart Wealth LLC now owns 4,784 shares of the company’s stock worth $364,000 after purchasing an additional 135 shares in the last quarter. Finally, Resonant Capital Advisors LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 4.2% in the first quarter. Resonant Capital Advisors LLC now owns 3,316 shares of the company’s stock valued at $267,000 after purchasing an additional 135 shares during the period.

Schwab US Dividend Equity ETF Price Performance

SCHD traded down $0.50 during trading hours on Friday, reaching $81.11. 2,241,598 shares of the stock traded hands, compared to its average volume of 3,292,323. Schwab US Dividend Equity ETF has a fifty-two week low of $66.67 and a fifty-two week high of $82.94. The company has a market cap of $56.90 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The firm’s fifty day simple moving average is $78.41 and its two-hundred day simple moving average is $77.94.

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.