Kiley Juergens Wealth Management LLC Has $13.97 Million Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Kiley Juergens Wealth Management LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 209.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 511,262 shares of the company’s stock after acquiring an additional 346,000 shares during the quarter. Schwab US Dividend Equity ETF comprises approximately 3.5% of Kiley Juergens Wealth Management LLC’s portfolio, making the stock its 8th biggest position. Kiley Juergens Wealth Management LLC owned 0.07% of Schwab US Dividend Equity ETF worth $13,968,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in SCHD. Kennebec Savings Bank purchased a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at approximately $31,000. Legacy Investment Solutions LLC bought a new position in Schwab US Dividend Equity ETF in the third quarter worth $34,000. Barrett & Company Inc. purchased a new position in Schwab US Dividend Equity ETF during the third quarter valued at $34,000. Cassady Schiller Wealth Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $38,000. Finally, Quent Capital LLC grew its position in shares of Schwab US Dividend Equity ETF by 86.6% in the 3rd quarter. Quent Capital LLC now owns 517 shares of the company’s stock worth $44,000 after buying an additional 240 shares during the period.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA SCHD opened at $27.99 on Tuesday. Schwab US Dividend Equity ETF has a 1 year low of $25.03 and a 1 year high of $29.72. The firm has a 50-day moving average of $28.16 and a 200 day moving average of $27.85. The stock has a market cap of $19.63 billion, a P/E ratio of 15.04 and a beta of 0.74.

About Schwab US Dividend Equity ETF

(Free Report)

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.

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

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