Asset One Wealth Management LLC increased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 15.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 593,112 shares of the company’s stock after buying an additional 79,435 shares during the quarter. Schwab US Dividend Equity ETF comprises about 1.6% of Asset One Wealth Management LLC’s holdings, making the stock its 11th biggest position. Asset One Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $19,294,000 as of its most recent SEC filing.
Several other hedge funds have also added to or reduced their stakes in the company. Rakuten Investment Management Inc. grew its position in Schwab US Dividend Equity ETF by 7.5% during the 3rd quarter. Rakuten Investment Management Inc. now owns 50,684,634 shares of the company’s stock worth $1,664,990,000 after acquiring an additional 3,545,800 shares during the last quarter. Envestnet Asset Management Inc. raised its position in shares of Schwab US Dividend Equity ETF by 2.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock worth $560,222,000 after buying an additional 354,983 shares during the period. Commonwealth Equity Services LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $337,510,000. Cassaday & Co Wealth Management LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 3.5% in the first quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after buying an additional 324,778 shares during the period. Finally, Royal Bank of Canada raised its holdings in shares of Schwab US Dividend Equity ETF by 8.3% during the first quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock worth $265,563,000 after acquiring an additional 660,876 shares during the period.
Key Schwab US Dividend Equity ETF News
Here are the key news stories impacting Schwab US Dividend Equity ETF this week:
- Positive Sentiment: As AI stocks sell off, investors are reportedly rotating toward dividend ETFs, including SCHD, for diversified income. This trend could support demand for the fund; the article also notes JEPI and VRP as alternatives. Article: 3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
- Positive Sentiment: A review of a 50/50 SCHD–SCHG portfolio says the pairing has delivered competitive returns with a higher starting yield, lower beta, comparable diversification and favorable fundamental characteristics—reinforcing SCHD’s appeal as an income-oriented holding. Article: SCHD And SCHG: 3 Years Later, This Two-ETF Combination Still Makes Sense
- Positive Sentiment: A retirement-focused comparison favors SCHD among three dividend ETFs, highlighting the importance of screening for financially sound dividend payers rather than chasing yield alone. That framing supports SCHD’s quality-and-income positioning. Article: Why Schwab’s SCHD Tops These 3 Dividend ETFs for Retirees Right Now
- Neutral Sentiment: Recent coverage reported SCHD reached a 52-week high, about 37% above its 52-week low, amid interest in defensive dividend stocks. This signals strong recent momentum, but does not establish whether further gains will follow. Article: Dividend Equity ETF (SCHD) Touches New 52-Week High
- Negative Sentiment: A comparison with Vanguard’s VIG argues that VIG’s larger technology weighting could make it a better choice for long-term total returns. That view may temper enthusiasm among investors prioritizing growth over SCHD’s dividend focus. Article: VIG vs. SCHD: Which Dividend ETF Will Make You Richer?
Schwab US Dividend Equity ETF Stock Performance
Shares of NYSEARCA:SCHD opened at $35.17 on Friday. The company has a market capitalization of $119.41 billion, a P/E ratio of 19.09 and a beta of 0.66. The company’s 50-day moving average is $34.19 and its 200 day moving average is $32.49. Schwab US Dividend Equity ETF has a fifty-two week low of $26.49 and a fifty-two week high of $36.38.
Schwab US Dividend Equity ETF Company 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.
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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).
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