Strata Wealth Advisors LLC Makes New Investment in Schwab US Dividend Equity ETF $SCHD

Strata Wealth Advisors LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 20,884 shares of the company’s stock, valued at approximately $570,000.

Other institutional investors also recently modified their holdings of the company. Biltmore Family Office LLC grew its holdings in Schwab US Dividend Equity ETF by 116.4% during the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock worth $27,000 after purchasing an additional 524 shares during the period. Independence Bank of Kentucky acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $41,000. True Wealth Design LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 42.9% during the 3rd quarter. True Wealth Design LLC now owns 1,500 shares of the company’s stock worth $41,000 after acquiring an additional 450 shares during the period. Total Investment Management Inc. bought a new position in shares of Schwab US Dividend Equity ETF during the 2nd quarter worth approximately $43,000. Finally, Morton Brown Family Wealth LLC increased its holdings in shares of Schwab US Dividend Equity ETF by 41.2% during the 3rd quarter. Morton Brown Family Wealth LLC now owns 1,635 shares of the company’s stock worth $45,000 after acquiring an additional 477 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.64 on Wednesday. The business has a fifty day simple moving average of $29.35 and a two-hundred day simple moving average of $28.00. Schwab US Dividend Equity ETF has a 1 year low of $23.87 and a 1 year high of $31.88. The company has a market capitalization of $83.22 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: Two recent Seeking Alpha pieces argue SCHD is an attractive long-term value/dividend-growth play, highlighting its fundamentals-based selection, reconstitution-driven dividend growth and above-average yield — a direct bullish catalyst for income investors. SCHD: An Excellent Value Fund For Long-Term Investors
• Positive Sentiment: A follow-up Seeking Alpha piece frames SCHD’s dividend growth engine as entering a potentially stronger phase amid a market rotation into income/quality names — narrative likely to attract new allocations to dividend ETFs. SCHD’s Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
• Positive Sentiment: 247WallSt highlights SCHD as a low-cost, 100-stock dividend ETF with a competitive yield versus cash alternatives — coverage like this tends to steer conservative and retirement-focused flows toward the fund. This Schwab ETF Holds 100 Dividend Stocks, Charges 0.06% a Year, and Yields More Than Most Savings Accounts
• Positive Sentiment: Multiple 247WallSt roundups recommend SCHD among low-volatility/dividend ETFs for retirees and list it as one of the Schwab ETFs to consider before the month-end — more retail/income-focused attention. The 3 Schwab ETFs to Buy Before March
• Neutral Sentiment: The Motley Fool-style list of “3 simple ETFs to buy with $1,000” includes SCHD as a straightforward, long-term holding — useful awareness/education but less of an immediate flow driver than dedicated dividend coverage. 3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
• Neutral Sentiment: Other consumer-facing pieces position SCHD among recommended ETFs for retirees or conservative investors; these broaden awareness but are unlikely to cause sharp short-term moves by themselves. 3 Dividend ETFs Designed for Conservative Retirees

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.