LongView Wealth Management Has $20.97 Million Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

LongView Wealth Management increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 250.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 767,433 shares of the company’s stock after buying an additional 548,146 shares during the period. Schwab US Dividend Equity ETF accounts for about 6.4% of LongView Wealth Management’s portfolio, making the stock its largest position. LongView Wealth Management’s holdings in Schwab US Dividend Equity ETF were worth $20,966,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of the stock. Edgestream Partners L.P. grew its holdings in Schwab US Dividend Equity ETF by 148.3% during the 2nd quarter. Edgestream Partners L.P. now owns 9,110 shares of the company’s stock worth $708,000 after acquiring an additional 5,441 shares in the last quarter. Vanguard Personalized Indexing Management LLC increased its holdings in Schwab US Dividend Equity ETF by 6.3% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,593 shares of the company’s stock valued at $513,000 after buying an additional 392 shares during the period. WCG Wealth Advisors LLC raised its stake in Schwab US Dividend Equity ETF by 42.9% in the second quarter. WCG Wealth Advisors LLC now owns 19,353 shares of the company’s stock worth $1,505,000 after buying an additional 5,813 shares in the last quarter. Brighton Jones LLC lifted its holdings in Schwab US Dividend Equity ETF by 23.2% during the second quarter. Brighton Jones LLC now owns 36,574 shares of the company’s stock worth $2,844,000 after buying an additional 6,893 shares during the period. Finally, Joseph Group Capital Management boosted its position in Schwab US Dividend Equity ETF by 35,404.3% during the 2nd quarter. Joseph Group Capital Management now owns 99,057 shares of the company’s stock valued at $7,703,000 after acquiring an additional 98,778 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.6 %

SCHD opened at $27.99 on Friday. The firm has a market cap of $19.63 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. Schwab US Dividend Equity ETF has a 12 month low of $25.03 and a 12 month high of $29.72. The stock has a fifty day moving average price of $28.19 and a 200-day moving average price of $27.81.

About Schwab US Dividend Equity ETF

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.