Montis Financial LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 244.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 208,317 shares of the company’s stock after purchasing an additional 147,773 shares during the period. Schwab US Dividend Equity ETF accounts for 1.8% of Montis Financial LLC’s portfolio, making the stock its 15th largest position. Montis Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $5,691,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds have also made changes to their positions in the company. Legacy Investment Solutions LLC bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at $34,000. Cassady Schiller Wealth Management LLC bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at $38,000. Phillips Financial Management LLC raised its stake in Schwab US Dividend Equity ETF by 144.8% during the 3rd quarter. Phillips Financial Management LLC now owns 661 shares of the company’s stock valued at $56,000 after acquiring an additional 391 shares in the last quarter. Hobbs Group Advisors LLC bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at $68,000. Finally, Prospera Private Wealth LLC bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at $73,000.
Schwab US Dividend Equity ETF Price Performance
Shares of Schwab US Dividend Equity ETF stock opened at $27.64 on Friday. The business’s fifty day moving average price is $27.89 and its two-hundred day moving average price is $28.13. The company has a market capitalization of $68.55 billion, a P/E ratio of 17.56 and a beta of 0.86. Schwab US Dividend Equity ETF has a 1-year low of $25.18 and a 1-year high of $29.72.
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.
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