West Oak Capital LLC Boosts Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

West Oak Capital LLC boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 195.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 69,630 shares of the company’s stock after purchasing an additional 46,040 shares during the quarter. West Oak Capital LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,902,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Colorado Capital Management Inc. boosted its position in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Colorado Capital Management Inc. now owns 11,596 shares of the company’s stock valued at $980,000 after buying an additional 121 shares during the last quarter. Brick & Kyle Associates lifted its stake in Schwab US Dividend Equity ETF by 2.9% during the 2nd quarter. Brick & Kyle Associates now owns 4,551 shares of the company’s stock valued at $354,000 after acquiring an additional 130 shares during the period. Ascent Group LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 1.2% during the 2nd quarter. Ascent Group LLC now owns 12,091 shares of the company’s stock valued at $940,000 after acquiring an additional 145 shares during the last quarter. Sunflower Bank N.A. grew its stake in shares of Schwab US Dividend Equity ETF by 4.2% in the third quarter. Sunflower Bank N.A. now owns 4,542 shares of the company’s stock worth $384,000 after acquiring an additional 185 shares during the period. Finally, Sound Income Strategies LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 12.5% during the third quarter. Sound Income Strategies LLC now owns 1,720 shares of the company’s stock valued at $145,000 after purchasing an additional 191 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Up 1.1 %

Shares of SCHD stock opened at $27.30 on Tuesday. Schwab US Dividend Equity ETF has a 12-month low of $24.97 and a 12-month high of $29.72. The stock has a market capitalization of $19.15 billion, a P/E ratio of 15.04 and a beta of 0.74. The firm’s 50 day moving average is $28.27 and its 200 day moving average is $27.78.

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.