Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is Capasso Planning Partners LLC’s 8th Largest Position

Capasso Planning Partners LLC reduced its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 8.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 91,121 shares of the company’s stock after selling 8,888 shares during the quarter. Schwab US Dividend Equity ETF accounts for approximately 2.3% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 8th biggest holding. Capasso Planning Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $7,702,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of SCHD. Strategic Financial Concepts LLC raised its position in Schwab US Dividend Equity ETF by 5,259.9% during the second quarter. Strategic Financial Concepts LLC now owns 3,114,560 shares of the company’s stock worth $242,188,000 after acquiring an additional 3,056,451 shares during the period. Wulff Hansen & CO. increased its stake in shares of Schwab US Dividend Equity ETF by 8,405.3% during the second quarter. Wulff Hansen & CO. now owns 1,455,434 shares of the company’s stock worth $113,175,000 after purchasing an additional 1,438,322 shares in the last quarter. Sanctuary Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF by 209.1% during the 3rd quarter. Sanctuary Advisors LLC now owns 912,589 shares of the company’s stock worth $77,141,000 after purchasing an additional 617,308 shares during the last quarter. Allied Investment Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF by 18,100.5% during the 3rd quarter. Allied Investment Advisors LLC now owns 477,398 shares of the company’s stock worth $40,354,000 after purchasing an additional 474,775 shares during the last quarter. Finally, Aptus Capital Advisors LLC lifted its stake in Schwab US Dividend Equity ETF by 164.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 616,185 shares of the company’s stock valued at $52,086,000 after buying an additional 383,167 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.3 %

NYSEARCA:SCHD opened at $27.32 on Wednesday. The stock has a 50 day moving average of $28.44 and a two-hundred day moving average of $27.70. Schwab US Dividend Equity ETF has a 12 month low of $24.97 and a 12 month high of $29.72. The firm has a market cap of $19.16 billion, a P/E ratio of 15.04 and a beta of 0.74.

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.