Calamos Advisors LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 26,777 shares of the company’s stock, valued at approximately $822,000.
A number of other institutional investors have also modified their holdings of SCHD. Wells Fargo & Company MN lifted its holdings in shares of Schwab US Dividend Equity ETF by 5.7% during the fourth quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock worth $279,883,000 after purchasing an additional 552,907 shares during the period. Avantax Planning Partners Inc. grew its position in Schwab US Dividend Equity ETF by 3.8% in the 4th quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock valued at $277,214,000 after buying an additional 366,548 shares during the last quarter. Cassaday & Co Wealth Management LLC increased its stake in Schwab US Dividend Equity ETF by 52.2% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock valued at $253,570,000 after buying an additional 3,170,728 shares during the period. Royal Bank of Canada increased its stake in Schwab US Dividend Equity ETF by 4.0% in the 4th quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock valued at $219,304,000 after buying an additional 304,047 shares during the period. Finally, Cibc World Market Inc. raised its position in Schwab US Dividend Equity ETF by 31.8% during the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock worth $192,634,000 after buying an additional 1,694,144 shares during the last quarter.
Schwab US Dividend Equity ETF Stock Performance
SCHD stock opened at $33.04 on Friday. Schwab US Dividend Equity ETF has a one year low of $26.21 and a one year high of $33.04. The stock has a market capitalization of $100.55 billion, a PE ratio of 14.57 and a beta of 0.68. The company has a fifty day moving average of $32.23 and a 200-day moving average of $31.05.
Schwab US Dividend Equity ETF News Summary
- Positive Sentiment: Analysts say SCHD has held up well versus the S&P 500, helped by its emphasis on profitable, dividend-paying companies and a relatively defensive sector mix. SCHD: Your ETF To Hide From The AI Bottleneck Bust
- Positive Sentiment: Coverage continues to frame SCHD as a reliable “defensive income” ETF, with comments pointing to its dividend yield, payout growth, and capital appreciation potential as reasons for investor demand. SCHD: Dividend Yield, Payout Growth, And Capital Appreciation: Defensive Income Play
- Positive Sentiment: Recent pieces also note that SCHD has posted a strong comeback and has even outperformed QQQ on a total-return basis in some periods, which can support inflows from performance-seeking investors. SCHD Is Getting Loaded With AI Stocks Now. Is It Still a “Safe” Dividend ETF?
- Neutral Sentiment: Some articles question whether SCHD is still the best fit for retirees, noting that other dividend ETFs may offer higher yields or stronger recent total returns. Why Retirees Are Quietly Moving From SCHD to These Two International Dividend ETFs Paying More Yield
- Neutral Sentiment: Other coverage compares SCHD with JEPI and VYM or notes that competing income ETFs have outperformed since 2022, but these are mostly relative-performance comparisons rather than signs of fundamental weakness. SCHD, JEPI, or VYM? Which ETF Fits 3 Different Types of Retirees
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.
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