WMS Group LLC Buys Shares of 217,410 Schwab US Dividend Equity ETF $SCHD

WMS Group LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 217,410 shares of the company’s stock, valued at approximately $5,964,000. Schwab US Dividend Equity ETF makes up 7.6% of WMS Group LLC’s portfolio, making the stock its biggest holding.

Other institutional investors have also recently made changes to their positions in the company. Sumitomo Life Insurance Co. purchased a new stake in shares of Schwab US Dividend Equity ETF during the third quarter worth approximately $847,665,000. Cassaday & Co Wealth Management LLC lifted its holdings in Schwab US Dividend Equity ETF by 52.2% in the 4th quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock valued at $253,570,000 after purchasing an additional 3,170,728 shares in the last quarter. Cibc World Market Inc. lifted its holdings in Schwab US Dividend Equity ETF by 31.8% in the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock valued at $192,634,000 after purchasing an additional 1,694,144 shares in the last quarter. Keudell Morrison Wealth Management acquired a new stake in Schwab US Dividend Equity ETF during the 4th quarter worth $43,773,000. Finally, Evergreen Advisors LLC acquired a new stake in Schwab US Dividend Equity ETF during the 4th quarter worth $41,630,000.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $31.86 on Friday. The company has a fifty day simple moving average of $31.84 and a 200-day simple moving average of $30.41. The firm has a market capitalization of $90.44 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a 52-week low of $26.16 and a 52-week high of $32.92.

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 was highlighted as a strategic hedge against a potential AI sell-off, with its focus on financially healthy companies and long dividend histories making it attractive if investors move away from expensive tech. SCHD: A Strategic Hedge Against An AI Sell-Off
• Positive Sentiment: Multiple retirement-income articles promoted dividend ETFs like SCHD as a way to generate steady cash flow without selling shares, reinforcing its appeal to income-focused investors. The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026
• Positive Sentiment: One article specifically framed SCHD as offering U.S. quality stocks at a more reasonable valuation than the broader market, with a dividend yield well above the S&P 500, which may attract valuation-conscious investors. SCHD: U.S. Quality, Global Valuation
• Neutral Sentiment: Several articles discussed dividend safety and income planning, comparing SCHD with other dividend ETFs and emphasizing its role in balanced portfolios rather than pointing to any fund-specific catalyst. Dividend Safety Check: Domestic vs International Dividend Quality (SCHD, SCHY)
• Negative Sentiment: Bearish commentary argued SCHD could face near-term headwinds from persistently high interest rates and renewed investor preference for AI and other growth stocks, which could limit inflows and keep performance muted. Dumping SCHD
• Negative Sentiment: Another article noted that international dividend ETFs now outyield SCHD by a wide margin, which may cause some income investors to look elsewhere for higher current yield. Three International Dividend ETFs Now Outyield SCHD by Nearly 2 Points in 2026

Schwab US Dividend Equity ETF 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.