Heirloom Wealth Management Sells 744 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Heirloom Wealth Management decreased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 9.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,432 shares of the company’s stock after selling 744 shares during the quarter. Heirloom Wealth Management’s holdings in Schwab US Dividend Equity ETF were worth $566,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC increased its position in shares of Schwab US Dividend Equity ETF by 104,751.9% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 52,654,527 shares of the company’s stock valued at $3,977,523,000 after purchasing an additional 52,604,309 shares during the last quarter. Cowa LLC boosted its holdings in Schwab US Dividend Equity ETF by 6,644.7% during the 1st quarter. Cowa LLC now owns 6,270,318 shares of the company’s stock valued at $6,059,000 after acquiring an additional 6,177,351 shares during the period. Sumitomo Life Insurance Co. purchased a new position in Schwab US Dividend Equity ETF during the 4th quarter valued at $228,390,000. Royal Bank of Canada lifted its holdings in shares of Schwab US Dividend Equity ETF by 102.3% in the 2nd quarter. Royal Bank of Canada now owns 3,829,139 shares of the company’s stock worth $278,073,000 after buying an additional 1,935,958 shares during the period. Finally, CI Private Wealth LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth $135,502,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock traded up $0.84 during mid-day trading on Friday, hitting $76.65. The stock had a trading volume of 3,401,817 shares, compared to its average volume of 3,671,898. Schwab US Dividend Equity ETF has a 12-month low of $66.67 and a 12-month high of $80.82. The firm has a market capitalization of $53.71 billion, a P/E ratio of 15.00 and a beta of 0.79. The firm’s 50-day moving average is $78.22 and its two-hundred day moving average is $74.92.

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.