Cahill Financial Advisors Inc. Grows Stake in Schwab US Dividend Equity ETF $SCHD

Cahill Financial Advisors Inc. boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 379,548 shares of the company’s stock after acquiring an additional 22,218 shares during the quarter. Schwab US Dividend Equity ETF comprises about 1.2% of Cahill Financial Advisors Inc.’s investment portfolio, making the stock its 20th biggest position. Cahill Financial Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $12,035,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of SCHD. Brighton Jones LLC grew its holdings in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 206.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after buying an additional 51,696 shares during the period. Bison Wealth LLC boosted its position in shares of Schwab US Dividend Equity ETF by 234.4% during the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after buying an additional 309,400 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Schwab US Dividend Equity ETF by 35.6% during the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after buying an additional 155,769 shares during the last quarter. Finally, United Bank raised its holdings in shares of 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 buying an additional 9,351 shares during the period.

Schwab US Dividend Equity ETF Stock Down 0.9%

SCHD opened at $34.09 on Thursday. The business has a fifty day moving average of $33.79 and a 200 day moving average of $32.32. The stock has a market cap of $105.91 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 52-week low of $26.32 and a 52-week high of $35.31.

Key Schwab US Dividend Equity ETF News

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

• Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
• Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
• Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
• Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled

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.