Storen Legacy Partners LLC acquired a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 23,307 shares of the company’s stock, valued at approximately $639,000.
Several other institutional investors have also recently added to or reduced their stakes in the business. Mountain Hill Investment Partners Corp. raised its holdings in shares of Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after purchasing an additional 832 shares during the period. Merrithew & Thorsten Inc acquired a new position in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at about $25,000. Field & Main Bank bought a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $29,000. Dynamic Wealth Strategies LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at about $29,000. Finally, Triumph Capital Management acquired a new stake in Schwab US Dividend Equity ETF during the third quarter worth about $33,000.
Schwab US Dividend Equity ETF Price Performance
Shares of NYSEARCA SCHD opened at $31.86 on Friday. The firm’s 50-day moving average price is $31.84 and its two-hundred day moving average price is $30.41. Schwab US Dividend Equity ETF has a 52-week low of $26.16 and a 52-week high of $32.92. The stock has a market capitalization of $90.44 billion, a P/E ratio of 14.57 and a beta of 0.67.
More Schwab US Dividend Equity ETF News
- Positive Sentiment: SCHD was highlighted as a strategic hedge against a potential AI sell-off, with its focus on financially healthy companies and long dividend histories making it attractive if investors move away from expensive tech. SCHD: A Strategic Hedge Against An AI Sell-Off
- Positive Sentiment: Multiple retirement-income articles promoted dividend ETFs like SCHD as a way to generate steady cash flow without selling shares, reinforcing its appeal to income-focused investors. The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026
- Positive Sentiment: One article specifically framed SCHD as offering U.S. quality stocks at a more reasonable valuation than the broader market, with a dividend yield well above the S&P 500, which may attract valuation-conscious investors. SCHD: U.S. Quality, Global Valuation
- Neutral Sentiment: Several articles discussed dividend safety and income planning, comparing SCHD with other dividend ETFs and emphasizing its role in balanced portfolios rather than pointing to any fund-specific catalyst. Dividend Safety Check: Domestic vs International Dividend Quality (SCHD, SCHY)
- Negative Sentiment: Bearish commentary argued SCHD could face near-term headwinds from persistently high interest rates and renewed investor preference for AI and other growth stocks, which could limit inflows and keep performance muted. Dumping SCHD
- Negative Sentiment: Another article noted that international dividend ETFs now outyield SCHD by a wide margin, which may cause some income investors to look elsewhere for higher current yield. Three International Dividend ETFs Now Outyield SCHD by Nearly 2 Points in 2026
About Schwab US Dividend Equity ETF
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.
Read More
- Five stocks we like better than Schwab US Dividend Equity ETF
- Aehr Spikes on New Order, But Has Stock Gotten Ahead of Itself?
- Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom
- Satellogic Is Tiny But Its Revenue Growth Is Hard to Ignore
- Why Kroger’s Pullback Could Be a Gift for Patient Investors
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 – Free Report).
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.
