WealthPLAN Partners LLC Trims Stock Position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD)


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WealthPLAN Partners LLC lowered its position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) by 18.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,103 shares of the company’s stock after selling 9,923 shares during the period. WealthPLAN Partners LLC’s holdings in Schwab U.S. Dividend Equity ETF were worth $2,964,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Courage Miller Partners LLC raised its position in shares of Schwab U.S. Dividend Equity ETF by 2.7% in the 4th quarter. Courage Miller Partners LLC now owns 136,911 shares of the company’s stock worth $8,781,000 after buying an additional 3,542 shares during the period. Cadinha & Co. LLC acquired a new stake in shares of Schwab U.S. Dividend Equity ETF during the fourth quarter valued at about $227,000. Wealthstreet Investment Advisors LLC grew its stake in shares of Schwab U.S. Dividend Equity ETF by 122.0% during the fourth quarter. Wealthstreet Investment Advisors LLC now owns 36,088 shares of the company’s stock valued at $2,315,000 after acquiring an additional 19,835 shares in the last quarter. SYM FINANCIAL Corp acquired a new stake in shares of Schwab U.S. Dividend Equity ETF during the fourth quarter valued at about $168,000. Finally, Arden Trust Co grew its stake in shares of Schwab U.S. Dividend Equity ETF by 137.3% during the fourth quarter. Arden Trust Co now owns 56,719 shares of the company’s stock valued at $3,638,000 after acquiring an additional 32,822 shares in the last quarter.

NYSEARCA:SCHD traded down $0.37 during mid-day trading on Tuesday, reaching $67.99. The stock had a trading volume of 131,080 shares, compared to its average volume of 1,762,859. Schwab U.S. Dividend Equity ETF has a 1-year low of $38.83 and a 1-year high of $68.63. The stock’s 50 day simple moving average is $65.95 and its two-hundred day simple moving average is $60.99.

See Also: Back-End Load

Institutional Ownership by Quarter for Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD)

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