Gateway Wealth Partners LLC Acquires 107,169 Shares of Schwab US Dividend Equity ETF $SCHD

Gateway Wealth Partners LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 231.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 153,572 shares of the company’s stock after acquiring an additional 107,169 shares during the quarter. Gateway Wealth Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,712,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Wells Fargo & Company MN boosted its stake in shares of Schwab US Dividend Equity ETF by 5.7% during the fourth quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock valued at $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 fourth quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock worth $277,214,000 after purchasing an additional 366,548 shares during the last quarter. Cassaday & Co Wealth Management LLC increased its stake in Schwab US Dividend Equity ETF by 3.5% in the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock worth $293,578,000 after buying an additional 324,778 shares during the period. Royal Bank of Canada increased its stake in Schwab US Dividend Equity ETF by 4.0% in the 4th quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock worth $219,304,000 after buying an additional 304,047 shares during the period. Finally, Cibc World Market Inc. lifted its holdings in Schwab US Dividend Equity ETF by 31.8% during the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock valued at $192,634,000 after buying an additional 1,694,144 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD opened at $33.43 on Tuesday. The firm has a market capitalization of $102.70 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 1-year low of $26.21 and a 1-year high of $33.60. The company has a 50-day moving average of $32.40 and a 200 day moving average of $31.31.

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 is reportedly outperforming the S&P 500 in 2026, supported by its value, quality, dividend-growth, and sector exposures as investors rotate toward established, cash-generating companies. Here’s Why SCHD is Beating the S&P 500 in 2026 YTD
• Positive Sentiment: Unusually heavy call-option activity signals increased bullish speculation or hedging interest: traders purchased 11,312 calls, roughly 73% above average volume. Options activity can support sentiment, though it is not confirmation of future returns. Schwab US Dividend Equity ETF Sees Unusually Large Options Volume
• Positive Sentiment: Financial-planning articles continue to present SCHD as a core retirement-income holding. Its approximately 3.3% yield, dividend-growth focus, and emphasis on balance-sheet quality may appeal to investors seeking income that can better keep pace with inflation. Here’s How Much You’d Need to Invest in SCHD to Generate $1,000 per Month in Dividends
• Positive Sentiment: Coverage of ETF combinations for retirees reinforces SCHD’s visibility as an income and inflation-management tool, potentially attracting additional long-term demand from retirement investors. Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
• Neutral Sentiment: Articles outlining dividend portfolios and retirement-income plans use SCHD as one component of diversified ETF allocations. The exposure may broaden awareness but does not represent a new fund catalyst or change in fundamentals. A $700,000 Portfolio That Pays $45,000 a Year From Just Three ETFs
• Negative Sentiment: One comparison says a similar dividend ETF outperformed SCHD by about three percentage points annually over the past decade. That could divert performance-focused investors, although it does not directly challenge SCHD’s income or quality-screening appeal. SCHD Is Magnificent, but This Dividend ETF Could Be an Even Better Dividend Play

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.