EP Wealth Advisors LLC Sells 17,325 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

EP Wealth Advisors LLC decreased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 218,687 shares of the company’s stock after selling 17,325 shares during the quarter. EP Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $16,649,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of SCHD. Raleigh Capital Management Inc. acquired a new position in Schwab US Dividend Equity ETF in the third quarter worth $28,000. Voisard Asset Management Group Inc. bought a new position in Schwab US Dividend Equity ETF in the 4th quarter valued at $29,000. Signature Resources Capital Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the fourth quarter worth $32,000. Bear Mountain Capital Inc. acquired a new position in shares of Schwab US Dividend Equity ETF during the fourth quarter valued at $34,000. Finally, WestHill Financial Advisors Inc. boosted its holdings in Schwab US Dividend Equity ETF by 106.3% in the third quarter. WestHill Financial Advisors Inc. now owns 619 shares of the company’s stock valued at $44,000 after acquiring an additional 319 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD traded down $0.32 on Friday, hitting $76.79. 3,159,241 shares of the stock were exchanged, compared to its average volume of 3,336,125. Schwab US Dividend Equity ETF has a 52 week low of $66.67 and a 52 week high of $80.82. The stock has a market capitalization of $53.87 billion, a price-to-earnings ratio of 15.04 and a beta of 0.74. The company’s 50-day moving average price is $77.98 and its 200 day moving average price is $77.24.

Schwab US Dividend Equity ETF 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.