Sunbelt Securities Inc. Sells 73,825 Shares of Schwab US Dividend Equity ETF $SCHD

Sunbelt Securities Inc. reduced its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 28.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,580 shares of the company’s stock after selling 73,825 shares during the quarter. Sunbelt Securities Inc.’s holdings in Schwab US Dividend Equity ETF were worth $5,786,000 at the end of the most recent reporting period.

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

Schwab US Dividend Equity ETF Trading Up 1.4%

Shares of NYSEARCA:SCHD opened at $33.89 on Wednesday. The stock’s fifty day simple moving average is $32.44 and its two-hundred day simple moving average is $31.35. Schwab US Dividend Equity ETF has a 1-year low of $26.21 and a 1-year high of $34.24. The stock has a market cap of $104.12 billion, a PE ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: SCHD remains a prominent choice for investors seeking dividend income and long-term wealth building. One analysis says the fund’s selection strategy is stronger than Vanguard Dividend Appreciation ETF (VIG), though VIG has greater exposure to growth and technology stocks. SCHD vs. VIG: Which Dividend ETF Could Build More Wealth Over 20 Years?
• Positive Sentiment: Articles continue to present SCHD as a practical income vehicle: its asset base exceeded $102 billion in July, and its dividend stream is frequently cited as a way to build substantial monthly income over time. One dividend ETF makes $1,000 a month possible
• Positive Sentiment: Retirement-focused coverage includes SCHD among Schwab ETF combinations designed to generate income and help offset inflation, reinforcing demand from income-oriented investors. Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
• Neutral Sentiment: Multiple reports compare SCHD with other dividend-growth ETFs and retirement portfolios, keeping the fund visible among investors evaluating income, inflation protection and long-term sustainability. A $700,000 Portfolio That Pays $45,000 a Year From Just Three ETFs
• Negative Sentiment: Competitive comparisons could limit SCHD’s relative appeal. Three international dividend ETFs are described as outperforming SCHD while offering nearly twice its yield, and another similar dividend ETF reportedly beat SCHD by about three percentage points annually over the past decade. International Dividend ETFs Still Pay Nearly Double SCHD SCHD Is Magnificent, but This Dividend ETF Could Be an Even Better Dividend Play

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.