JJJ Advisors Inc. Acquires 179,600 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)


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JJJ Advisors Inc. increased its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 72.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 428,156 shares of the company’s stock after acquiring an additional 179,600 shares during the period. Schwab US Dividend Equity ETF makes up about 12.5% of JJJ Advisors Inc.’s portfolio, making the stock its 2nd largest holding. JJJ Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $31,221,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Boyd Watterson Asset Management LLC OH boosted its holdings in Schwab US Dividend Equity ETF by 1.1% in the 4th quarter. Boyd Watterson Asset Management LLC OH now owns 15,356 shares of the company’s stock worth $985,000 after buying an additional 160 shares during the last quarter. Whitener Capital Management Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 2.5% during the 4th quarter. Whitener Capital Management Inc. now owns 6,736 shares of the company’s stock worth $432,000 after purchasing an additional 167 shares during the last quarter. Everhart Financial Group Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 0.3% during the 1st quarter. Everhart Financial Group Inc. now owns 60,410 shares of the company’s stock worth $4,405,000 after purchasing an additional 172 shares during the last quarter. Pasadena Private Wealth LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 1.4% during the 4th quarter. Pasadena Private Wealth LLC now owns 13,510 shares of the company’s stock worth $867,000 after purchasing an additional 182 shares during the last quarter. Finally, Ellevest Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 4.5% during the 4th quarter. Ellevest Inc. now owns 5,163 shares of the company’s stock worth $331,000 after purchasing an additional 222 shares during the last quarter.

Shares of SCHD stock traded down $0.09 during trading on Tuesday, hitting $75.20. 5,188 shares of the stock traded hands, compared to its average volume of 2,108,938. The firm’s fifty day moving average price is $73.72 and its 200-day moving average price is $66.54. Schwab US Dividend Equity ETF has a 52-week low of $47.89 and a 52-week high of $75.62.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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