Verus Capital Partners LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 7.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 362,931 shares of the company’s stock after buying an additional 26,261 shares during the period. Verus Capital Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $11,806,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also made changes to their positions in SCHD. Byrne Asset Management LLC acquired a new stake in Schwab US Dividend Equity ETF during the second quarter worth approximately $26,000. Livelsberger Financial Advisory bought a new position in Schwab US Dividend Equity ETF during the 3rd quarter worth $28,000. DiNuzzo Private Wealth Inc. bought a new position in Schwab US Dividend Equity ETF during the 2nd quarter worth $27,000. Ashton Thomas Securities LLC acquired a new position in Schwab US Dividend Equity ETF in the 1st quarter valued at $32,000. Finally, Signature Resources Capital Management LLC raised its holdings in Schwab US Dividend Equity ETF by 53.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,430 shares of the company’s stock valued at $44,000 after acquiring an additional 500 shares in 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: As AI stocks sell off, investors are reportedly rotating toward dividend ETFs, including SCHD, for diversified income. This trend could support demand for the fund; the article also notes JEPI and VRP as alternatives. Article: 3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
- Positive Sentiment: A review of a 50/50 SCHD–SCHG portfolio says the pairing has delivered competitive returns with a higher starting yield, lower beta, comparable diversification and favorable fundamental characteristics—reinforcing SCHD’s appeal as an income-oriented holding. Article: SCHD And SCHG: 3 Years Later, This Two-ETF Combination Still Makes Sense
- Positive Sentiment: A retirement-focused comparison favors SCHD among three dividend ETFs, highlighting the importance of screening for financially sound dividend payers rather than chasing yield alone. That framing supports SCHD’s quality-and-income positioning. Article: Why Schwab’s SCHD Tops These 3 Dividend ETFs for Retirees Right Now
- Neutral Sentiment: Recent coverage reported SCHD reached a 52-week high, about 37% above its 52-week low, amid interest in defensive dividend stocks. This signals strong recent momentum, but does not establish whether further gains will follow. Article: Dividend Equity ETF (SCHD) Touches New 52-Week High
- Negative Sentiment: A comparison with Vanguard’s VIG argues that VIG’s larger technology weighting could make it a better choice for long-term total returns. That view may temper enthusiasm among investors prioritizing growth over SCHD’s dividend focus. Article: VIG vs. SCHD: Which Dividend ETF Will Make You Richer?
Schwab US Dividend Equity ETF Stock Performance
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.
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