BerganKDV Wealth Management LLC Has $2.64 Million Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

BerganKDV Wealth Management LLC cut its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 14.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 34,922 shares of the company’s stock after selling 5,710 shares during the quarter. BerganKDV Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,641,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in SCHD. FMR LLC boosted its position in Schwab US Dividend Equity ETF by 4,361.6% in the first quarter. FMR LLC now owns 7,674 shares of the company’s stock valued at $401,000 after buying an additional 7,502 shares in the last quarter. Wealthcare Advisory Partners LLC acquired a new position in Schwab US Dividend Equity ETF in the first quarter valued at about $37,000. Cullen Frost Bankers Inc. lifted its position in shares of Schwab US Dividend Equity ETF by 6.1% during the first quarter. Cullen Frost Bankers Inc. now owns 19,304 shares of the company’s stock worth $1,408,000 after purchasing an additional 1,105 shares in the last quarter. Wade G W & Inc. acquired a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth approximately $243,000. Finally, Tortoise Investment Management LLC lifted its position in shares of Schwab US Dividend Equity ETF by 716.9% during the first quarter. Tortoise Investment Management LLC now owns 727 shares of the company’s stock worth $53,000 after purchasing an additional 638 shares in the last quarter.

Shares of SCHD stock traded up $0.83 during trading hours on Wednesday, reaching $76.70. 61,536 shares of the company were exchanged, compared to its average volume of 1,853,860. Schwab US Dividend Equity ETF has a fifty-two week low of $52.94 and a fifty-two week high of $78.41. The stock’s fifty day moving average is $76.56 and its two-hundred day moving average is $75.34.

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Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHD).

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

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