Bordeaux Wealth Advisors LLC Has $511,000 Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Bordeaux Wealth Advisors LLC increased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 77.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,710 shares of the company’s stock after buying an additional 2,924 shares during the quarter. Bordeaux Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $511,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Grey Street Capital LLC lifted its position in Schwab US Dividend Equity ETF by 1.0% during the 4th quarter. Grey Street Capital LLC now owns 13,599 shares of the company’s stock worth $1,035,000 after buying an additional 136 shares in the last quarter. Zullo Investment Group Inc. increased its position in shares of Schwab US Dividend Equity ETF by 0.5% in the fourth quarter. Zullo Investment Group Inc. now owns 32,014 shares of the company’s stock valued at $2,437,000 after acquiring an additional 144 shares during the last quarter. StrategIQ Financial Group LLC raised its holdings in Schwab US Dividend Equity ETF by 1.0% during the fourth quarter. StrategIQ Financial Group LLC now owns 14,156 shares of the company’s stock worth $1,078,000 after acquiring an additional 145 shares in the last quarter. Indie Asset Partners LLC boosted its position in Schwab US Dividend Equity ETF by 0.7% during the fourth quarter. Indie Asset Partners LLC now owns 19,890 shares of the company’s stock valued at $1,514,000 after purchasing an additional 146 shares during the last quarter. Finally, Trifecta Capital Advisors LLC grew its stake in Schwab US Dividend Equity ETF by 20.0% in the third quarter. Trifecta Capital Advisors LLC now owns 900 shares of the company’s stock valued at $64,000 after purchasing an additional 150 shares in the last quarter.

Schwab US Dividend Equity ETF Trading Up 0.9 %

Shares of NYSEARCA:SCHD traded up $0.70 during trading on Friday, hitting $77.97. 2,607,694 shares of the company were exchanged, compared to its average volume of 3,569,934. Schwab US Dividend Equity ETF has a fifty-two week low of $66.67 and a fifty-two week high of $80.82. The stock has a market cap of $54.54 billion, a price-to-earnings ratio of 14.82 and a beta of 0.77. The firm has a fifty day moving average price of $78.31 and a two-hundred day moving average price of $75.43.

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.