Schwab US Dividend Equity ETF $SCHD Holdings Raised by IFP Advisors Inc

IFP Advisors Inc boosted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 756,809 shares of the company’s stock after purchasing an additional 44,086 shares during the period. IFP Advisors Inc’s holdings in Schwab US Dividend Equity ETF were worth $24,619,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Burns Matteson Capital Management LLC grew its stake in shares of Schwab US Dividend Equity ETF by 1.3% in the 3rd quarter. Burns Matteson Capital Management LLC now owns 249,934 shares of the company’s stock valued at $8,130,000 after buying an additional 3,232 shares during the period. CRA Financial Services LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 2.5% during the 3rd quarter. CRA Financial Services LLC now owns 1,250,804 shares of the company’s stock worth $40,689,000 after buying an additional 29,993 shares during the last quarter. Robertson Stephens Wealth Management LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 9.2% during the 3rd quarter. Robertson Stephens Wealth Management LLC now owns 338,840 shares of the company’s stock worth $11,022,000 after buying an additional 28,582 shares during the last quarter. Encompass More Asset Management increased its holdings in shares of Schwab US Dividend Equity ETF by 38.3% during the 3rd quarter. Encompass More Asset Management now owns 24,039 shares of the company’s stock worth $782,000 after buying an additional 6,662 shares during the last quarter. Finally, Fiscal Wisdom Wealth Management LLC raised its position in shares of Schwab US Dividend Equity ETF by 2.6% during the 3rd quarter. Fiscal Wisdom Wealth Management LLC now owns 103,880 shares of the company’s stock valued at $3,379,000 after buying an additional 2,665 shares during the period.

Schwab US Dividend Equity ETF Stock Performance

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

More Schwab US Dividend Equity ETF News

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?

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.