NWF Advisory Services Inc. Sells 44,165 Shares of Schwab US Dividend Equity ETF $SCHD

NWF Advisory Services Inc. decreased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 31.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 96,361 shares of the company’s stock after selling 44,165 shares during the quarter. NWF Advisory Services Inc.’s holdings in Schwab US Dividend Equity ETF were worth $2,643,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the stock. Mountain Hill Investment Partners Corp. increased its holdings in shares of Schwab US Dividend Equity ETF by 1,241.8% during the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after acquiring an additional 832 shares in the last quarter. Merrithew & Thorsten Inc bought a new position in Schwab US Dividend Equity ETF in the 4th quarter worth about $25,000. Field & Main Bank purchased a new stake in Schwab US Dividend Equity ETF during the 4th quarter valued at about $29,000. Dynamic Wealth Strategies LLC purchased a new stake in Schwab US Dividend Equity ETF during the 4th quarter valued at about $29,000. Finally, Triumph Capital Management bought a new stake in Schwab US Dividend Equity ETF during the 3rd quarter valued at about $33,000.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: SCHD was highlighted as a strategic hedge against a potential AI sell-off, with its focus on financially healthy companies and long dividend histories making it attractive if investors move away from expensive tech. SCHD: A Strategic Hedge Against An AI Sell-Off
• Positive Sentiment: Multiple retirement-income articles promoted dividend ETFs like SCHD as a way to generate steady cash flow without selling shares, reinforcing its appeal to income-focused investors. The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026
• Positive Sentiment: One article specifically framed SCHD as offering U.S. quality stocks at a more reasonable valuation than the broader market, with a dividend yield well above the S&P 500, which may attract valuation-conscious investors. SCHD: U.S. Quality, Global Valuation
• Neutral Sentiment: Several articles discussed dividend safety and income planning, comparing SCHD with other dividend ETFs and emphasizing its role in balanced portfolios rather than pointing to any fund-specific catalyst. Dividend Safety Check: Domestic vs International Dividend Quality (SCHD, SCHY)
• Negative Sentiment: Bearish commentary argued SCHD could face near-term headwinds from persistently high interest rates and renewed investor preference for AI and other growth stocks, which could limit inflows and keep performance muted. Dumping SCHD
• Negative Sentiment: Another article noted that international dividend ETFs now outyield SCHD by a wide margin, which may cause some income investors to look elsewhere for higher current yield. Three International Dividend ETFs Now Outyield SCHD by Nearly 2 Points in 2026

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.86 on Friday. The stock has a market capitalization of $90.44 billion, a PE ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a 52-week low of $26.16 and a 52-week high of $32.92. The company has a 50-day simple moving average of $31.84 and a two-hundred day simple moving average of $30.41.

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.