Bull Oak Capital LLC Has $221,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Bull Oak Capital LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 181.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,102 shares of the company’s stock after buying an additional 5,226 shares during the quarter. Schwab US Dividend Equity ETF comprises 0.1% of Bull Oak Capital LLC’s portfolio, making the stock its 22nd biggest position. Bull Oak Capital LLC’s holdings in Schwab US Dividend Equity ETF were worth $221,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Gateway Wealth Partners LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $278,000. Vanguard Capital Wealth Advisors lifted its holdings in Schwab US Dividend Equity ETF by 84.2% during the third quarter. Vanguard Capital Wealth Advisors now owns 8,582 shares of the company’s stock worth $725,000 after acquiring an additional 3,923 shares in the last quarter. Eagle Strategies LLC grew its stake in Schwab US Dividend Equity ETF by 2.3% in the third quarter. Eagle Strategies LLC now owns 143,941 shares of the company’s stock valued at $12,167,000 after acquiring an additional 3,259 shares during the period. Lodestar Private Asset Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 2.9% in the third quarter. Lodestar Private Asset Management LLC now owns 370,709 shares of the company’s stock worth $31,336,000 after acquiring an additional 10,362 shares in the last quarter. Finally, Mutual Advisors LLC raised its position in shares of Schwab US Dividend Equity ETF by 208.7% during the third quarter. Mutual Advisors LLC now owns 543,921 shares of the company’s stock worth $45,978,000 after purchasing an additional 367,725 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD opened at $28.15 on Thursday. The stock has a 50 day simple moving average of $27.73 and a 200 day simple moving average of $28.08. Schwab US Dividend Equity ETF has a 52-week low of $25.18 and a 52-week high of $29.72. The firm has a market capitalization of $68.97 billion, a PE ratio of 17.48 and a beta of 0.88.

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.