Schwab US Dividend Equity ETF $SCHD is MJT & Associates Financial Advisory Group Inc.’s 3rd Largest Position

MJT & Associates Financial Advisory Group Inc. increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 791,506 shares of the company’s stock after purchasing an additional 33,110 shares during the period. Schwab US Dividend Equity ETF makes up about 16.2% of MJT & Associates Financial Advisory Group Inc.’s holdings, making the stock its 3rd biggest holding. MJT & Associates Financial Advisory Group Inc.’s holdings in Schwab US Dividend Equity ETF were worth $21,711,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Elmwood Wealth Management Inc. bought a new stake in Schwab US Dividend Equity ETF during the 4th quarter valued at $1,003,000. JPMorgan Chase & Co. raised its holdings in Schwab US Dividend Equity ETF by 2.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 4,616,851 shares of the company’s stock valued at $126,040,000 after buying an additional 95,857 shares during the last quarter. Bell Bank raised its holdings in Schwab US Dividend Equity ETF by 53.3% during the 4th quarter. Bell Bank now owns 104,155 shares of the company’s stock valued at $2,857,000 after buying an additional 36,212 shares during the last quarter. Aspire Capital Advisors LLC raised its holdings in Schwab US Dividend Equity ETF by 2.9% during the 4th quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock valued at $29,184,000 after buying an additional 30,146 shares during the last quarter. Finally, BIP Wealth LLC bought a new stake in Schwab US Dividend Equity ETF during the 4th quarter valued at $1,589,000.

Schwab US Dividend Equity ETF Stock Up 0.6%

NYSEARCA:SCHD opened at $32.37 on Wednesday. The company has a fifty day moving average of $31.34 and a 200 day moving average of $29.92. Schwab US Dividend Equity ETF has a 52 week low of $26.07 and a 52 week high of $32.91. The firm has a market capitalization of $91.89 billion, a P/E ratio of 14.57 and a beta of 0.68.

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.