Robertson Stephens Wealth Management LLC Buys 28,582 Shares of Schwab US Dividend Equity ETF $SCHD

Robertson Stephens Wealth Management LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 9.2% during the 3rd quarter, Holdings Channel reports. The fund owned 338,840 shares of the company’s stock after purchasing an additional 28,582 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $11,022,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Vanguard Capital Wealth Advisors raised its position in shares of Schwab US Dividend Equity ETF by 0.8% in the 3rd quarter. Vanguard Capital Wealth Advisors now owns 38,880 shares of the company’s stock worth $1,265,000 after acquiring an additional 296 shares in the last quarter. Triumph Capital Management lifted its stake in shares of Schwab US Dividend Equity ETF by 14.6% during the 3rd quarter. Triumph Capital Management now owns 2,389 shares of the company’s stock worth $78,000 after purchasing an additional 305 shares during the last quarter. Gemmer Asset Management LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 1.5% during the 2nd quarter. Gemmer Asset Management LLC now owns 21,618 shares of the company’s stock worth $686,000 after purchasing an additional 317 shares during the last quarter. MeadowBrook Investment Advisors LLC boosted its position in Schwab US Dividend Equity ETF by 3.3% during the first quarter. MeadowBrook Investment Advisors LLC now owns 10,182 shares of the company’s stock valued at $312,000 after purchasing an additional 325 shares in the last quarter. Finally, FC Advisory LLC boosted its position in Schwab US Dividend Equity ETF by 1.8% during the third quarter. FC Advisory LLC now owns 19,234 shares of the company’s stock valued at $626,000 after purchasing an additional 336 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $34.35 on Friday. The stock’s 50-day moving average is $34.01 and its 200 day moving average is $32.75. Schwab US Dividend Equity ETF has a 1-year low of $26.32 and a 1-year high of $35.31. The company has a market cap of $114.95 billion, a P/E ratio of 14.57 and a beta of 0.68.

Key Headlines Impacting Schwab US Dividend Equity ETF

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

• Positive Sentiment: SCHD gained 3.28% over the past week while recording approximately $140.33 million in five-day net inflows. The continued capital allocation toward the fund signals strong demand for its value-oriented, dividend-paying holdings and is the clearest near-term positive catalyst. SCHD Sees Gains Amid Strong Inflows
• Positive Sentiment: Commentary continues to portray SCHD as a popular retirement-income vehicle, with a portfolio yield near 3.8% and exposure to established dividend payers. Its combination of income, lower volatility, and a value-stock tilt may appeal to investors seeking alternatives to growth-heavy funds. Why SCHD’s Income Is Unshakable This Year
• Neutral Sentiment: Recent comparisons with Vanguard High Dividend Yield ETF (VYM), JEPQ, and other dividend-growth strategies highlight a trade-off: SCHD may offer better value exposure and long-term dividend growth, but competing funds can provide broader sector diversification or higher immediate income. These comparisons could influence future flows without directly changing SCHD’s holdings. SCHD Compared With VYM
• Negative Sentiment: First Citizens Bank & Trust Co. reduced its SCHD position by 58.5%, selling 32,105 shares and retaining 22,736 shares. Although one institution’s 13F sale does not establish a broad trend, it represents a modest negative signal for sentiment and fund demand. First Citizens Bank Reduces SCHD Stake
• Negative Sentiment: Analysts warn that SCHD’s price appreciation has outpaced its relatively limited payout growth, potentially reducing future returns. In addition, two major dividend contributors reportedly have earnings coverage concerns, creating some risk to the fund’s income reliability. Is SCHD Still Worth Buying?

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.