Stonehearth Capital Management LLC Purchases 967,760 Shares of Schwab US Dividend Equity ETF $SCHD

Stonehearth Capital Management LLC purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 967,760 shares of the company’s stock, valued at approximately $31,481,000. Schwab US Dividend Equity ETF accounts for approximately 10.7% of Stonehearth Capital Management LLC’s portfolio, making the stock its 2nd biggest holding.

Several other large investors also recently added to or reduced their stakes in SCHD. Byrne Asset Management LLC bought a new stake in Schwab US Dividend Equity ETF in the 2nd quarter valued at about $26,000. DiNuzzo Private Wealth Inc. bought a new position in Schwab US Dividend Equity ETF during the second quarter worth about $27,000. Ashton Thomas Securities LLC bought a new position in Schwab US Dividend Equity ETF during the first quarter worth about $32,000. Signature Resources Capital Management LLC boosted its position in Schwab US Dividend Equity ETF by 53.8% during the first quarter. Signature Resources Capital Management LLC now owns 1,430 shares of the company’s stock worth $44,000 after purchasing an additional 500 shares during the period. Finally, Hanson & Doremus Investment Management increased its stake in shares of Schwab US Dividend Equity ETF by 35.7% in the first quarter. Hanson & Doremus Investment Management now owns 2,001 shares of the company’s stock worth $61,000 after purchasing an additional 526 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

SCHD opened at $33.37 on Wednesday. The firm has a 50-day moving average price of $34.00 and a 200-day moving average price of $32.69. Schwab US Dividend Equity ETF has a twelve month low of $26.32 and a twelve month high of $35.31. The company has a market capitalization of $111.48 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68.

Trending Headlines about Schwab US Dividend Equity ETF

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

• Positive Sentiment: A Seeking Alpha upgrade to “Buy” argued that SCHD remains fundamentally strong despite recent selling. The fund’s mature dividend-paying holdings, valuation below the broader S&P 500 and roughly 3.2% yield could appeal to income investors seeking a relative bargain. SCHD: Buy Signal Is Finally Printing
• Positive Sentiment: Market warning signals are prompting some investors to rotate toward high-quality, dividend-growing companies, including several “Dividend Kings” held by SCHD. This supports the ETF’s defensive positioning if volatility persists. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Comparisons with Schwab’s growth-oriented sibling and with Vanguard Dividend Appreciation ETF (VYM) emphasize that total returns, growth exposure and dividend sustainability matter alongside headline yield. These articles may encourage investors to evaluate SCHD more selectively rather than signaling a clear change in demand. SCHD’s Overlooked Schwab Sibling SCHD vs. VYM
• Negative Sentiment: A competing analysis downgraded SCHD, stressing that total return—not yield alone—should guide ETF selection. Three international dividend ETFs reportedly offered higher yields and stronger one-year performance than SCHD, although foreign taxes, currency fluctuations and uneven distributions add risks. SCHD: Total Return Still Matters International Dividend ETFs Outyield SCHD
• Negative Sentiment: Long-term bond yields remain a headwind because SCHD’s income becomes less distinctive when investors can obtain comparatively attractive yields from bonds. This concern was also central to the debate over the fund’s recent ratings. SCHD Buy Signal

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.