BCM Advisors LLC Has $2.87 Million Position in Schwab US Dividend Equity ETF $SCHD

BCM Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 777.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,020 shares of the company’s stock after purchasing an additional 80,647 shares during the period. BCM Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,869,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Wells Fargo & Company MN increased its position in Schwab US Dividend Equity ETF by 5.7% in the fourth quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock worth $279,883,000 after purchasing an additional 552,907 shares during the period. Avantax Planning Partners Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 3.8% in the 4th quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock valued at $277,214,000 after buying an additional 366,548 shares during the period. Cassaday & Co Wealth Management LLC raised its position in shares of Schwab US Dividend Equity ETF by 52.2% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock worth $253,570,000 after purchasing an additional 3,170,728 shares during the period. Royal Bank of Canada increased its position in shares of Schwab US Dividend Equity ETF by 4.0% during the fourth quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock worth $219,304,000 after acquiring an additional 304,047 shares in the last quarter. Finally, Cibc World Market Inc. raised its stake in shares of Schwab US Dividend Equity ETF by 31.8% in the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock valued at $192,634,000 after purchasing an additional 1,694,144 shares during the period.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $33.04 on Friday. The stock has a market capitalization of $100.55 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a fifty-two week low of $26.21 and a fifty-two week high of $33.04. The business has a 50-day moving average of $32.23 and a 200-day moving average of $31.05.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: Analysts say SCHD has held up well versus the S&P 500, helped by its emphasis on profitable, dividend-paying companies and a relatively defensive sector mix. SCHD: Your ETF To Hide From The AI Bottleneck Bust
• Positive Sentiment: Coverage continues to frame SCHD as a reliable “defensive income” ETF, with comments pointing to its dividend yield, payout growth, and capital appreciation potential as reasons for investor demand. SCHD: Dividend Yield, Payout Growth, And Capital Appreciation: Defensive Income Play
• Positive Sentiment: Recent pieces also note that SCHD has posted a strong comeback and has even outperformed QQQ on a total-return basis in some periods, which can support inflows from performance-seeking investors. SCHD Is Getting Loaded With AI Stocks Now. Is It Still a “Safe” Dividend ETF?
• Neutral Sentiment: Some articles question whether SCHD is still the best fit for retirees, noting that other dividend ETFs may offer higher yields or stronger recent total returns. Why Retirees Are Quietly Moving From SCHD to These Two International Dividend ETFs Paying More Yield
• Neutral Sentiment: Other coverage compares SCHD with JEPI and VYM or notes that competing income ETFs have outperformed since 2022, but these are mostly relative-performance comparisons rather than signs of fundamental weakness. SCHD, JEPI, or VYM? Which ETF Fits 3 Different Types of Retirees

About Schwab US Dividend Equity ETF

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.