Schwab US Dividend Equity ETF $SCHD Stock Position Raised by CRA Financial Services LLC

CRA Financial Services LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,250,804 shares of the company’s stock after buying an additional 29,993 shares during the period. Schwab US Dividend Equity ETF makes up 4.6% of CRA Financial Services LLC’s holdings, making the stock its 2nd biggest position. CRA Financial Services LLC’s holdings in Schwab US Dividend Equity ETF were worth $40,689,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Summit Financial Wealth Advisors LLC acquired a new stake in Schwab US Dividend Equity ETF in the 3rd quarter valued at about $63,803,000. Paradiem LLC purchased a new position in Schwab US Dividend Equity ETF in the 1st quarter worth approximately $56,258,000. Baer Investment Advisory LLC purchased a new position in Schwab US Dividend Equity ETF in the 1st quarter worth approximately $46,847,000. Stonehearth Capital Management LLC purchased a new position in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $31,481,000. Finally, Hengehold Capital Management LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth approximately $21,822,000.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $34.35 on Friday. The business has a 50 day simple moving average of $34.01 and a 200-day simple moving average of $32.75. The firm has a market capitalization of $114.95 billion, a PE ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 1 year low of $26.32 and a 1 year high of $35.31.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: SCHD gained 3.28% over the past week while recording approximately $140.33 million in five-day net inflows. The continued capital allocation toward the fund signals strong demand for its value-oriented, dividend-paying holdings and is the clearest near-term positive catalyst. SCHD Sees Gains Amid Strong Inflows
• Positive Sentiment: Commentary continues to portray SCHD as a popular retirement-income vehicle, with a portfolio yield near 3.8% and exposure to established dividend payers. Its combination of income, lower volatility, and a value-stock tilt may appeal to investors seeking alternatives to growth-heavy funds. Why SCHD’s Income Is Unshakable This Year
• Neutral Sentiment: Recent comparisons with Vanguard High Dividend Yield ETF (VYM), JEPQ, and other dividend-growth strategies highlight a trade-off: SCHD may offer better value exposure and long-term dividend growth, but competing funds can provide broader sector diversification or higher immediate income. These comparisons could influence future flows without directly changing SCHD’s holdings. SCHD Compared With VYM
• Negative Sentiment: First Citizens Bank & Trust Co. reduced its SCHD position by 58.5%, selling 32,105 shares and retaining 22,736 shares. Although one institution’s 13F sale does not establish a broad trend, it represents a modest negative signal for sentiment and fund demand. First Citizens Bank Reduces SCHD Stake
• Negative Sentiment: Analysts warn that SCHD’s price appreciation has outpaced its relatively limited payout growth, potentially reducing future returns. In addition, two major dividend contributors reportedly have earnings coverage concerns, creating some risk to the fund’s income reliability. Is SCHD Still Worth Buying?

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.