Access Financial Services Inc. Sells 2,519 Shares of Schwab US Dividend Equity ETF $SCHD

Access Financial Services Inc. cut its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 11.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 19,158 shares of the company’s stock after selling 2,519 shares during the period. Access Financial Services Inc.’s holdings in Schwab US Dividend Equity ETF were worth $508,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Opal Wealth Advisors LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 1st quarter valued at approximately $27,000. Kozak & Associates Inc. lifted its stake in Schwab US Dividend Equity ETF by 476.1% in the 2nd quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock valued at $31,000 after purchasing an additional 938 shares during the last quarter. Financial Management Professionals Inc. lifted its stake in Schwab US Dividend Equity ETF by 241.9% in the 2nd quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock valued at $34,000 after purchasing an additional 907 shares during the last quarter. Cooksen Wealth LLC bought a new position in shares of Schwab US Dividend Equity ETF in the 1st quarter valued at $38,000. Finally, Optimum Investment Advisors lifted its stake in shares of Schwab US Dividend Equity ETF by 57.6% in the 1st quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock valued at $39,000 after acquiring an additional 505 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.8%

Schwab US Dividend Equity ETF stock opened at $27.53 on Thursday. The company has a market capitalization of $71.81 billion, a PE ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month high of $29.72. The stock has a 50-day moving average price of $27.33 and a two-hundred day moving average price of $26.78.

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.