Goepper Burkhardt LLC Has $9.75 Million Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Goepper Burkhardt LLC boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 1.7% in the 2nd quarter, Holdings Channel reports. The firm owned 125,345 shares of the company’s stock after buying an additional 2,110 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 4.4% of Goepper Burkhardt LLC’s portfolio, making the stock its 5th biggest position. Goepper Burkhardt LLC’s holdings in Schwab US Dividend Equity ETF were worth $9,747,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Sumitomo Life Insurance Co. boosted its holdings in shares of Schwab US Dividend Equity ETF by 110.7% in the first quarter. Sumitomo Life Insurance Co. now owns 6,320,000 shares of the company’s stock valued at $471,352,000 after purchasing an additional 3,320,000 shares during the period. Strategic Financial Concepts LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 5,259.9% in the second quarter. Strategic Financial Concepts LLC now owns 3,114,560 shares of the company’s stock valued at $242,188,000 after purchasing an additional 3,056,451 shares during the period. Charles Schwab Trust Bank purchased a new stake in shares of Schwab US Dividend Equity ETF in the first quarter valued at approximately $146,782,000. Wulff Hansen & CO. raised its stake in Schwab US Dividend Equity ETF by 8,405.3% in the second quarter. Wulff Hansen & CO. now owns 1,455,434 shares of the company’s stock worth $113,175,000 after buying an additional 1,438,322 shares in the last quarter. Finally, Focus Financial Network Inc. ADV bought a new position in Schwab US Dividend Equity ETF in the fourth quarter worth approximately $95,831,000.

Schwab US Dividend Equity ETF Stock Down 0.5 %

Shares of NYSEARCA:SCHD opened at $84.48 on Friday. The company has a market capitalization of $59.26 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 52 week low of $66.67 and a 52 week high of $85.24. The firm has a 50 day moving average of $82.19 and a 200 day moving average of $79.63.

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.