19,280 Shares in Schwab US Dividend Equity ETF $SCHD Acquired by Miramontes Capital LLC

Miramontes Capital LLC acquired a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 19,280 shares of the company’s stock, valued at approximately $611,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Paradiem LLC bought a new position in shares of Schwab US Dividend Equity ETF in the first quarter worth $56,258,000. Cibc World Market Inc. grew its stake in Schwab US Dividend Equity ETF by 31.8% during the fourth 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 in the last quarter. Keudell Morrison Wealth Management acquired a new stake in Schwab US Dividend Equity ETF during the fourth quarter worth about $43,773,000. Baer Investment Advisory LLC bought a new position in Schwab US Dividend Equity ETF in the 1st quarter valued at about $46,847,000. Finally, Evergreen Advisors LLC bought a new position in Schwab US Dividend Equity ETF in the 4th quarter valued at about $41,630,000.

Schwab US Dividend Equity ETF Trading Down 0.9%

Shares of NYSEARCA:SCHD opened at $34.09 on Thursday. The firm has a 50 day moving average of $33.79 and a 200-day moving average of $32.32. The stock has a market capitalization of $105.91 billion, a PE ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.31.

More Schwab US Dividend Equity ETF News

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 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.