Schwab US Dividend Equity ETF $SCHD Shares Sold by Liberty Square Wealth Partners LLC

Liberty Square Wealth Partners LLC cut its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 24.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 320,603 shares of the company’s stock after selling 106,061 shares during the period. Schwab US Dividend Equity ETF makes up about 2.5% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 9th biggest holding. Liberty Square Wealth Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $8,794,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Colorado Capital Management Inc. increased its stake in shares of Schwab US Dividend Equity ETF by 0.9% in the 4th quarter. Colorado Capital Management Inc. now owns 38,637 shares of the company’s stock valued at $1,060,000 after purchasing an additional 362 shares during the last quarter. International Private Wealth Advisors LLC increased its stake in shares of Schwab US Dividend Equity ETF by 3.3% in the 4th quarter. International Private Wealth Advisors LLC now owns 12,398 shares of the company’s stock valued at $340,000 after purchasing an additional 397 shares during the last quarter. Archer Investment Corp increased its stake in shares of Schwab US Dividend Equity ETF by 5.0% in the 4th quarter. Archer Investment Corp now owns 8,534 shares of the company’s stock valued at $234,000 after purchasing an additional 404 shares during the last quarter. Semus Wealth Partners LLC grew its position in Schwab US Dividend Equity ETF by 0.8% during the 4th quarter. Semus Wealth Partners LLC now owns 50,970 shares of the company’s stock worth $1,398,000 after acquiring an additional 411 shares during the last quarter. Finally, Joel Isaacson & Co. LLC grew its position in Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. Joel Isaacson & Co. LLC now owns 42,866 shares of the company’s stock worth $1,176,000 after acquiring an additional 411 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Down 0.9%

Shares of SCHD stock opened at $32.30 on Friday. The firm has a market capitalization of $91.69 billion, a P/E ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a twelve month low of $26.16 and a twelve month high of $32.91. The stock’s fifty day simple moving average is $31.49 and its 200 day simple moving average is $30.05.

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.