Carson Advisory Inc. Sells 321 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Carson Advisory Inc. lowered its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 5.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,179 shares of the company’s stock after selling 321 shares during the quarter. Carson Advisory Inc.’s holdings in Schwab US Dividend Equity ETF were worth $394,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. LPL Financial LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 4.7% in the 3rd quarter. LPL Financial LLC now owns 11,272,535 shares of the company’s stock valued at $797,645,000 after purchasing an additional 503,970 shares in the last quarter. Avantax Advisory Services Inc. grew its position in shares of Schwab US Dividend Equity ETF by 3.7% in the 3rd quarter. Avantax Advisory Services Inc. now owns 7,458,984 shares of the company’s stock worth $527,798,000 after buying an additional 266,516 shares during the last quarter. Envestnet Asset Management Inc. grew its position in shares of Schwab US Dividend Equity ETF by 2.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 5,778,626 shares of the company’s stock worth $408,896,000 after buying an additional 145,168 shares during the last quarter. JPMorgan Chase & Co. grew its position in shares of Schwab US Dividend Equity ETF by 2.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 4,349,008 shares of the company’s stock worth $307,736,000 after buying an additional 95,086 shares during the last quarter. Finally, Royal Bank of Canada grew its position in shares of Schwab US Dividend Equity ETF by 11.8% in the 3rd quarter. Royal Bank of Canada now owns 4,280,883 shares of the company’s stock worth $302,916,000 after buying an additional 451,744 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.5 %

Shares of Schwab US Dividend Equity ETF stock traded up $0.38 on Thursday, reaching $77.27. The stock had a trading volume of 2,607,792 shares, compared to its average volume of 3,581,190. The stock has a market capitalization of $54.05 billion, a P/E ratio of 14.82 and a beta of 0.77. Schwab US Dividend Equity ETF has a 1 year low of $66.67 and a 1 year high of $80.82. The company has a 50 day moving average price of $78.32 and a 200 day moving average price of $75.37.

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.