Schwab US Dividend Equity ETF $SCHD Shares Newly Acquired by Fagan Associates Inc.

Fagan Associates Inc. bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 196,655 shares of the company’s stock, valued at approximately $6,397,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHD. Envestnet Asset Management Inc. lifted its holdings in shares of Schwab US Dividend Equity ETF by 2.1% during the 2nd quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock valued at $560,222,000 after buying an additional 354,983 shares during the last quarter. Cassaday & Co Wealth Management LLC grew its stake in shares of Schwab US Dividend Equity ETF by 3.5% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after buying an additional 324,778 shares in the last quarter. Royal Bank of Canada increased its holdings in Schwab US Dividend Equity ETF by 8.3% in the first quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock worth $265,563,000 after buying an additional 660,876 shares during the last quarter. Keystone Financial Planning Inc. increased its holdings in Schwab US Dividend Equity ETF by 0.5% in the third quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock worth $204,273,000 after buying an additional 29,169 shares during the last quarter. Finally, MML Investors Services LLC raised its position in Schwab US Dividend Equity ETF by 5.8% during the fourth quarter. MML Investors Services LLC now owns 6,298,234 shares of the company’s stock valued at $172,761,000 after acquiring an additional 345,987 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.3%

SCHD stock traded up $0.11 during trading hours on Tuesday, hitting $33.37. The company’s stock had a trading volume of 22,208,104 shares, compared to its average volume of 22,403,480. The company has a market capitalization of $111.11 billion, a PE ratio of 14.57 and a beta of 0.68. The stock has a 50 day moving average price of $34.01 and a two-hundred day moving average price of $32.67. Schwab US Dividend Equity ETF has a 12 month low of $26.32 and a 12 month high of $35.31.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: A Seeking Alpha analysis upgraded SCHD to “Buy,” arguing that intense selling has pushed the fund below 14 times forward earnings. Its mature, dividend-paying holdings and approximately 3.2% yield may provide resilience, while the valuation discount to the S&P 500 could attract income-focused investors. SCHD: Buy Signal Is Finally Printing (Upgrade)
• Positive Sentiment: Another article favors shifting toward high-quality dividend companies as broader market warning signs increase. That defensive positioning supports demand for SCHD’s portfolio of established, profitable dividend payers. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Long-term comparisons emphasize that consistent ETF contributions and compounding can build wealth, but they do not provide a near-term catalyst for SCHD. Here’s What $500 a Month in These 6 ETFs Could Be Worth in 20 Years
• Neutral Sentiment: Comparisons with VYM and other dividend ETFs suggest that yield alone should not determine an allocation; dividend growth, quality and total return remain important. SCHD vs. VYM
• Negative Sentiment: International dividend ETFs have recently outperformed the S&P 500 and offered higher yields than SCHD, potentially diverting income-seeking investors. However, foreign taxes, currency fluctuations and uneven distributions add risks that may limit the threat. International Dividend ETFs Outyield SCHD
• Negative Sentiment: Contrasting Seeking Alpha coverage downgraded SCHD because total returns may lag alternatives. Its yield is also less compelling when long-term bond yields rise, increasing competition from fixed-income investments. SCHD: Total Return Still Matters

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.