Northeast Financial Group Inc. Decreases Holdings in Schwab US Dividend Equity ETF $SCHD

Northeast Financial Group Inc. decreased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 8.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 258,864 shares of the company’s stock after selling 24,812 shares during the quarter. Schwab US Dividend Equity ETF accounts for 2.0% of Northeast Financial Group Inc.’s portfolio, making the stock its 18th largest position. Northeast Financial Group Inc.’s holdings in Schwab US Dividend Equity ETF were worth $7,952,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after buying an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares during the last quarter. Bison Wealth LLC boosted its holdings in Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after acquiring an additional 309,400 shares during the period. Goldman Sachs Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 35.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after acquiring an additional 155,769 shares during the period. Finally, United Bank grew its position in Schwab US Dividend Equity ETF by 5.0% during the 2nd quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after acquiring an additional 9,351 shares during the last quarter.

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 is drawing renewed interest as an income-focused ETF, with articles highlighting its role in retirement portfolios and monthly/regular dividend strategies, which can boost demand for the fund. Here’s Why SCHD Is Beating the S&P 500 in 2026 YTD
• Positive Sentiment: TipRanks reported strong recent inflows into SCHD, including a multi-day net inflow of roughly $682.6 million, which is a bullish signal for ETF demand and asset growth. Schwab US Dividend Equity ETF Sees Strong Inflows
• Positive Sentiment: Traders also showed unusual bullish options activity in SCHD, with call volume running well above normal, suggesting expectations for more upside. Schwab US Dividend Equity ETF Sees Unusually Large Options Volume
• Neutral Sentiment: New articles discussing how much investors need to generate $1,000 per month in SCHD dividends may be increasing attention to the fund, but they are more informational than market-moving. Here’s How Much You’d Need to Invest in SCHD to Generate $1,000 per Month in Dividends
• Neutral Sentiment: Other retirement-income and dividend-portfolio articles mentioning SCHD reinforce its reputation as a stable income vehicle, but they do not point to a new fundamental catalyst. Retirement Is 10,000 Days With No Paycheck. These 4 ETFs Deposit One Every Month
• Neutral Sentiment: Jamie Dimon’s warning that stock valuations are high is a broader market cautionary note, but it does not specifically change SCHD’s outlook on its own. Jamie Dimon Says Stock Valuations Are Too High. But That Shouldn’t Change How You Invest.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $33.29 on Monday. Schwab US Dividend Equity ETF has a one year low of $26.21 and a one year high of $33.50. The business’s 50 day simple moving average is $32.38 and its two-hundred day simple moving average is $31.27. The stock has a market capitalization of $102.27 billion, a P/E ratio of 14.57 and a beta of 0.68.

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.