Schwab US Dividend Equity ETF $SCHD Stock: International Assets Investment Management LLC Grows Stake

International Assets Investment Management LLC lifted its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 24.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 97,087 shares of the company’s stock after purchasing an additional 18,846 shares during the quarter. International Assets Investment Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,172,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Commonwealth Equity Services LLC bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at $337,510,000. Rakuten Investment Management Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 7.5% in the third quarter. Rakuten Investment Management Inc. now owns 50,684,634 shares of the company’s stock valued at $1,664,990,000 after buying an additional 3,545,800 shares in the last quarter. D.A. Davidson & CO. bought a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at $79,998,000. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter valued at about $71,569,000. Finally, Brookstone Capital Management acquired a new position in shares of Schwab US Dividend Equity ETF during the third quarter valued at about $71,011,000.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $35.17 on Friday. The firm has a 50-day moving average of $34.19 and a 200-day moving average of $32.49. The company has a market cap of $119.41 billion, a PE ratio of 19.09 and a beta of 0.66. Schwab US Dividend Equity ETF has a one year low of $26.49 and a one year high of $36.38.

Key Stories Impacting Schwab US Dividend Equity ETF

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?

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.