NewEdge Advisors LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 12.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,039,042 shares of the company’s stock after purchasing an additional 117,544 shares during the quarter. NewEdge Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $32,948,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in SCHD. MeadowBrook Investment Advisors LLC lifted its stake in Schwab US Dividend Equity ETF by 3.3% in the first quarter. MeadowBrook Investment Advisors LLC now owns 10,182 shares of the company’s stock valued at $312,000 after buying an additional 325 shares during the last quarter. Semus Wealth Partners LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 0.7% during the first quarter. Semus Wealth Partners LLC now owns 51,317 shares of the company’s stock valued at $1,574,000 after acquiring an additional 347 shares during the period. Harmony Asset Management LLC grew its position in shares of Schwab US Dividend Equity ETF by 3.8% during the first quarter. Harmony Asset Management LLC now owns 9,585 shares of the company’s stock worth $294,000 after acquiring an additional 354 shares during the last quarter. Angeles Wealth Management LLC grew its position in shares of Schwab US Dividend Equity ETF by 2.1% during the second quarter. Angeles Wealth Management LLC now owns 17,832 shares of the company’s stock worth $565,000 after acquiring an additional 369 shares during the last quarter. Finally, Commonwealth Financial Services LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 1.8% in the 1st quarter. Commonwealth Financial Services LLC now owns 20,837 shares of the company’s stock worth $639,000 after acquiring an additional 374 shares during the period.
Key Headlines Impacting Schwab US Dividend Equity ETF
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 Stock Down 0.9%
Schwab US Dividend Equity ETF Company 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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