BKM Wealth Management LLC Grows Stock Position in Schwab US Dividend Equity ETF $SCHD

BKM Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 108,017 shares of the company’s stock after buying an additional 12,658 shares during the period. Schwab US Dividend Equity ETF makes up approximately 1.1% of BKM Wealth Management LLC’s holdings, making the stock its 21st largest holding. BKM Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,862,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Kozak & Associates Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 476.1% in the second quarter. Kozak & Associates Inc. now owns 1,135 shares of the company’s stock worth $31,000 after purchasing an additional 938 shares during the last quarter. PrairieView Partners LLC grew its stake in shares of Schwab US Dividend Equity ETF by 57.3% in the second quarter. PrairieView Partners LLC now owns 1,282 shares of the company’s stock worth $33,000 after purchasing an additional 467 shares during the last quarter. Financial Management Professionals Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 241.9% in the second quarter. Financial Management Professionals Inc. now owns 1,282 shares of the company’s stock worth $34,000 after purchasing an additional 907 shares during the last quarter. Cooksen Wealth LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the first quarter worth about $38,000. Finally, Optimum Investment Advisors grew its stake in shares of Schwab US Dividend Equity ETF by 57.6% in the first quarter. Optimum Investment Advisors now owns 1,381 shares of the company’s stock worth $39,000 after purchasing an additional 505 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD opened at $26.79 on Friday. The stock has a market capitalization of $69.65 billion, a PE ratio of 14.57 and a beta of 0.88. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $29.72. The business’s 50-day moving average is $27.36 and its 200 day moving average is $26.70.

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.