Schwab US Dividend Equity ETF $SCHD Shares Acquired by Van Hulzen Asset Management LLC

Van Hulzen Asset Management LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 83.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 58,778 shares of the company’s stock after purchasing an additional 26,660 shares during the quarter. Van Hulzen Asset Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $1,864,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in SCHD. Paradiem LLC acquired a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter valued at approximately $56,258,000. Cibc World Market Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 31.8% during the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock worth $192,634,000 after buying an additional 1,694,144 shares during the last quarter. Keudell Morrison Wealth Management purchased a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth about $43,773,000. Baer Investment Advisory LLC acquired a new stake in Schwab US Dividend Equity ETF in the 1st quarter valued at about $46,847,000. Finally, Evergreen Advisors LLC purchased a new position in Schwab US Dividend Equity ETF during the 4th quarter valued at about $41,630,000.

Schwab US Dividend Equity ETF News Roundup

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

  • Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
  • Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
  • Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
  • Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $34.09 on Thursday. Schwab US Dividend Equity ETF has a 1 year low of $26.32 and a 1 year high of $35.31. The company has a market capitalization of $105.91 billion, a P/E ratio of 14.57 and a beta of 0.68. The business has a 50 day moving average price of $33.79 and a 200 day moving average price of $32.32.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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