Bell Investment Advisors Inc Increases Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Bell Investment Advisors Inc lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 105,731 shares of the company’s stock after purchasing an additional 2,566 shares during the period. Schwab US Dividend Equity ETF comprises about 1.7% of Bell Investment Advisors Inc’s portfolio, making the stock its 15th largest holding. Bell Investment Advisors Inc’s holdings in Schwab US Dividend Equity ETF were worth $8,049,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. AMG National Trust Bank increased its stake in shares of Schwab US Dividend Equity ETF by 0.3% in the 4th 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 in the last quarter. Bogart Wealth LLC boosted its holdings in Schwab US Dividend Equity ETF by 2.9% in the 4th quarter. Bogart Wealth LLC now owns 4,784 shares of the company’s stock worth $364,000 after buying an additional 135 shares during the last quarter. Grey Street Capital LLC boosted its holdings in Schwab US Dividend Equity ETF by 1.0% in the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock worth $1,035,000 after buying an additional 136 shares during the last quarter. Zullo Investment Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 0.5% in the 4th quarter. Zullo Investment Group Inc. now owns 32,014 shares of the company’s stock worth $2,437,000 after buying an additional 144 shares during the last quarter. Finally, StrategIQ Financial Group LLC boosted its holdings in Schwab US Dividend Equity ETF by 1.0% in the 4th quarter. StrategIQ Financial Group LLC now owns 14,156 shares of the company’s stock worth $1,078,000 after buying an additional 145 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.1 %

SCHD stock opened at $77.44 on Thursday. 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 cap of $54.32 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The business’s 50-day moving average is $78.06 and its 200 day moving average is $77.16.

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.