Schwab US Dividend Equity ETF $SCHD Position Reduced by Signature Estate & Investment Advisors LLC

Posted by Francis Steltz on May 22nd, 2026

Signature Estate & Investment Advisors LLC decreased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 414,837 shares of the company’s stock after selling 19,306 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $11,379,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Schwab US Dividend Equity ETF by 404.6% in the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after acquiring an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after acquiring an additional 51,696 shares in the last quarter. Bison Wealth LLC raised its position in Schwab US Dividend Equity ETF by 234.4% in the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after acquiring an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. raised its position in Schwab US Dividend Equity ETF by 35.6% in the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after acquiring an additional 155,769 shares in the last quarter. Finally, United Bank raised its position in Schwab US Dividend Equity ETF by 5.0% in the second quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after acquiring an additional 9,351 shares in the last quarter.

Key Stories Impacting Schwab US Dividend Equity ETF

Here are the key news stories impacting Schwab US Dividend Equity ETF this week:

Positive Sentiment: Seeking Alpha upgraded SCHD, saying the ETF offers an improved buying opportunity after its reconstitution, with stronger technology exposure, meaningful energy holdings, a valuation discount to the S&P 500, and a steady dividend yield. SCHD: The Buying Opportunity Is Finally Flashing (Upgrade)
Positive Sentiment: Several other articles framed SCHD and similar dividend ETFs as attractive income vehicles during a period of higher bond yields, inflation pressure, and summer volatility, which can support demand for defensive dividend funds. A $1.7 million portfolio that quietly pays $9,800 a month and outpaces the median US mortgage payment twice over
Neutral Sentiment: Articles about income-focused portfolios and dividend strategies broadly reinforce interest in dividend ETFs, but they do not cite any new SCHD-specific catalyst beyond ongoing investor attention to yield and retirement income. 3 Dividend ETFs to Lock In Before Summer Volatility Picks Up
Neutral Sentiment: One piece reviewed SCHD after its reconstitution and asked whether it had delivered, which suggests continued scrutiny of performance but no clearly negative development. SCHD After The Reconstitution: Has It Actually Delivered?

Schwab US Dividend Equity ETF Trading Up 0.4%

Shares of Schwab US Dividend Equity ETF stock opened at $32.25 on Friday. The company’s 50-day moving average price is $31.09 and its two-hundred day moving average price is $29.63. Schwab US Dividend Equity ETF has a 52 week low of $25.69 and a 52 week high of $32.26. The stock has a market cap of $91.55 billion, a PE ratio of 14.57 and a beta of 0.68.

About Schwab US Dividend Equity ETF

(Free Report)

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.