Vestmark Advisory Solutions Inc. purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 91,131 shares of the company’s stock, valued at approximately $2,488,000.
Other large investors have also made changes to their positions in the company. Ellis Investment Partners LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 1.1% during the third quarter. Ellis Investment Partners LLC now owns 34,365 shares of the company’s stock worth $938,000 after buying an additional 375 shares in the last quarter. Harbor Group Inc. grew its holdings in Schwab US Dividend Equity ETF by 4.8% in the 3rd quarter. Harbor Group Inc. now owns 8,410 shares of the company’s stock valued at $230,000 after buying an additional 383 shares during the period. Westside Investment Management Inc. increased its stake in shares of Schwab US Dividend Equity ETF by 5.6% during the 3rd quarter. Westside Investment Management Inc. now owns 7,204 shares of the company’s stock valued at $198,000 after acquiring an additional 383 shares during the last quarter. Whittier Trust Co. of Nevada Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 3.4% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 12,384 shares of the company’s stock worth $339,000 after acquiring an additional 402 shares during the period. Finally, Harbor Investment Advisory LLC lifted its holdings in shares of Schwab US Dividend Equity ETF by 2.9% during the 3rd quarter. Harbor Investment Advisory LLC now owns 14,432 shares of the company’s stock worth $394,000 after acquiring an additional 410 shares during the period.
Schwab US Dividend Equity ETF Stock Performance
Schwab US Dividend Equity ETF stock opened at $31.64 on Wednesday. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $31.88. The firm has a 50 day moving average price of $29.35 and a 200 day moving average price of $28.00. The company has a market cap of $83.22 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.
Schwab US Dividend Equity ETF News Roundup
- Positive Sentiment: Two recent Seeking Alpha pieces argue SCHD is an attractive long-term value/dividend-growth play, highlighting its fundamentals-based selection, reconstitution-driven dividend growth and above-average yield — a direct bullish catalyst for income investors. SCHD: An Excellent Value Fund For Long-Term Investors
- Positive Sentiment: A follow-up Seeking Alpha piece frames SCHD’s dividend growth engine as entering a potentially stronger phase amid a market rotation into income/quality names — narrative likely to attract new allocations to dividend ETFs. SCHD’s Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
- Positive Sentiment: 247WallSt highlights SCHD as a low-cost, 100-stock dividend ETF with a competitive yield versus cash alternatives — coverage like this tends to steer conservative and retirement-focused flows toward the fund. This Schwab ETF Holds 100 Dividend Stocks, Charges 0.06% a Year, and Yields More Than Most Savings Accounts
- Positive Sentiment: Multiple 247WallSt roundups recommend SCHD among low-volatility/dividend ETFs for retirees and list it as one of the Schwab ETFs to consider before the month-end — more retail/income-focused attention. The 3 Schwab ETFs to Buy Before March
- Neutral Sentiment: The Motley Fool-style list of “3 simple ETFs to buy with $1,000” includes SCHD as a straightforward, long-term holding — useful awareness/education but less of an immediate flow driver than dedicated dividend coverage. 3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
- Neutral Sentiment: Other consumer-facing pieces position SCHD among recommended ETFs for retirees or conservative investors; these broaden awareness but are unlikely to cause sharp short-term moves by themselves. 3 Dividend ETFs Designed for Conservative Retirees
Schwab US Dividend Equity ETF 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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