Planned Solutions Inc. Raises Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Planned Solutions Inc. increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 226.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,218 shares of the company’s stock after buying an additional 14,725 shares during the period. Planned Solutions Inc.’s holdings in Schwab US Dividend Equity ETF were worth $580,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Orgel Wealth Management LLC increased its stake in shares of Schwab US Dividend Equity ETF by 159.8% during the fourth quarter. Orgel Wealth Management LLC now owns 11,062,243 shares of the company’s stock valued at $302,220,000 after buying an additional 6,804,908 shares during the period. Keystone Financial Planning Inc. increased its position in Schwab US Dividend Equity ETF by 188.6% during the 4th quarter. Keystone Financial Planning Inc. now owns 5,365,627 shares of the company’s stock valued at $146,589,000 after purchasing an additional 3,506,729 shares during the period. LVW Advisors LLC increased its holdings in Schwab US Dividend Equity ETF by 203.4% during the fourth quarter. LVW Advisors LLC now owns 3,597,636 shares of the company’s stock valued at $98,287,000 after buying an additional 2,412,003 shares during the period. Ameritas Advisory Services LLC raised its position in shares of Schwab US Dividend Equity ETF by 217.1% in the 4th quarter. Ameritas Advisory Services LLC now owns 2,173,729 shares of the company’s stock worth $59,386,000 after acquiring an additional 1,488,281 shares in the last quarter. Finally, Howard Financial Services LTD. lifted its position in shares of Schwab US Dividend Equity ETF by 207.6% during the fourth quarter. Howard Financial Services LTD. now owns 2,021,759 shares of the company’s stock valued at $55,234,000 after buying an additional 1,364,511 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.6 %

NYSEARCA SCHD opened at $27.99 on Tuesday. Schwab US Dividend Equity ETF has a 52 week low of $25.03 and a 52 week high of $29.72. The company has a 50 day moving average price of $28.16 and a 200 day moving average price of $27.85. The firm has a market cap of $19.63 billion, a PE ratio of 15.04 and a beta of 0.74.

Schwab US Dividend Equity ETF Company 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.