Schwab US Dividend Equity ETF $SCHD Position Lifted by Beam Wealth Advisors Inc.

Beam Wealth Advisors Inc. raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.5% in the 3rd quarter, Holdings Channel reports. The firm owned 146,214 shares of the company’s stock after buying an additional 17,401 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 1.0% of Beam Wealth Advisors Inc.’s investment portfolio, making the stock its 21st biggest holding. Beam Wealth Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $4,756,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of SCHD. Commonwealth Equity Services LLC bought a new position in shares of Schwab US Dividend Equity ETF during the third quarter worth $337,510,000. Rakuten Investment Management Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 7.5% in the 3rd quarter. Rakuten Investment Management Inc. now owns 50,684,634 shares of the company’s stock valued at $1,664,990,000 after buying an additional 3,545,800 shares during the period. D.A. Davidson & CO. acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $79,998,000. Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $71,569,000. Finally, Brookstone Capital Management acquired a new position in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $71,011,000.

Schwab US Dividend Equity ETF Stock Down 0.7%

SCHD opened at $35.17 on Friday. Schwab US Dividend Equity ETF has a 12 month low of $26.49 and a 12 month high of $36.38. The company has a fifty day simple moving average of $34.19 and a 200 day simple moving average of $32.49. The stock has a market cap of $119.41 billion, a P/E ratio of 19.09 and a beta of 0.66.

Schwab US Dividend Equity ETF News Summary

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 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.