Schwab US Dividend Equity ETF (SCHD) Shares Sold by Planning Alternatives Ltd. ADV

Planning Alternatives Ltd. ADV decreased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 14.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 170,659 shares of the company’s stock after selling 27,966 shares during the period. Schwab US Dividend Equity ETF accounts for about 1.6% of Planning Alternatives Ltd. ADV’s portfolio, making the stock its 16th largest holding. Planning Alternatives Ltd. ADV’s holdings in Schwab US Dividend Equity ETF were worth $8,922,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the stock. Ronna Sue Cohen boosted its holdings in Schwab US Dividend Equity ETF by 5,002.6% in the 1st quarter. Ronna Sue Cohen now owns 1,072,162 shares of the company’s stock valued at $1,072,000 after purchasing an additional 1,051,150 shares during the period. Raymond James Financial Services Advisors Inc. boosted its holdings in Schwab US Dividend Equity ETF by 36.3% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 1,032,206 shares of the company’s stock valued at $48,483,000 after purchasing an additional 274,714 shares during the period. Bank of America Corp DE boosted its holdings in Schwab US Dividend Equity ETF by 25.2% in the 4th quarter. Bank of America Corp DE now owns 961,528 shares of the company’s stock valued at $45,163,000 after purchasing an additional 193,770 shares during the period. LPL Financial LLC boosted its holdings in Schwab US Dividend Equity ETF by 64.7% in the 4th quarter. LPL Financial LLC now owns 889,680 shares of the company’s stock valued at $41,788,000 after purchasing an additional 349,613 shares during the period. Finally, Madison Investment Holdings Inc. boosted its holdings in Schwab US Dividend Equity ETF by 0.3% in the 4th quarter. Madison Investment Holdings Inc. now owns 804,629 shares of the company’s stock valued at $37,793,000 after purchasing an additional 2,340 shares during the period.

NYSEARCA SCHD opened at $52.67 on Monday. Schwab US Dividend Equity ETF has a 12-month low of $44.03 and a 12-month high of $54.75.

TRADEMARK VIOLATION NOTICE: This news story was reported by Baseball Daily News and is the property of of Baseball Daily News. If you are reading this news story on another publication, it was illegally stolen and republished in violation of United States & international copyright & trademark law. The correct version of this news story can be viewed at https://www.baseballdailydigest.com/news/2019/05/13/schwab-us-dividend-equity-etf-schd-shares-sold-by-planning-alternatives-ltd-adv.html.

Read More: What is the formula for the cash asset ratio?

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)

Receive News & Ratings for Schwab US Dividend Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Dividend Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.