Sunbelt Securities Inc. Cuts Position in Schwab US Dividend Equity ETF $SCHD

Sunbelt Securities Inc. cut its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 28.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 188,580 shares of the company’s stock after selling 73,825 shares during the period. Sunbelt Securities Inc.’s holdings in Schwab US Dividend Equity ETF were worth $5,786,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of SCHD. Mountain Hill Investment Partners Corp. boosted its position in Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after purchasing an additional 832 shares during the last quarter. Merrithew & Thorsten Inc purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at $25,000. Field & Main Bank purchased a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter valued at $29,000. Dynamic Wealth Strategies LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $29,000. Finally, Triumph Capital Management bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter worth $33,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $33.89 on Wednesday. The company’s 50-day moving average is $32.44 and its 200 day moving average is $31.35. The company has a market capitalization of $104.12 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a fifty-two week low of $26.21 and a fifty-two week high of $34.24.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: SCHD remains a prominent choice for investors seeking dividend income and long-term wealth building. One analysis says the fund’s selection strategy is stronger than Vanguard Dividend Appreciation ETF (VIG), though VIG has greater exposure to growth and technology stocks. SCHD vs. VIG: Which Dividend ETF Could Build More Wealth Over 20 Years?
• Positive Sentiment: Articles continue to present SCHD as a practical income vehicle: its asset base exceeded $102 billion in July, and its dividend stream is frequently cited as a way to build substantial monthly income over time. One dividend ETF makes $1,000 a month possible
• Positive Sentiment: Retirement-focused coverage includes SCHD among Schwab ETF combinations designed to generate income and help offset inflation, reinforcing demand from income-oriented investors. Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
• Neutral Sentiment: Multiple reports compare SCHD with other dividend-growth ETFs and retirement portfolios, keeping the fund visible among investors evaluating income, inflation protection and long-term sustainability. A $700,000 Portfolio That Pays $45,000 a Year From Just Three ETFs
• Negative Sentiment: Competitive comparisons could limit SCHD’s relative appeal. Three international dividend ETFs are described as outperforming SCHD while offering nearly twice its yield, and another similar dividend ETF reportedly beat SCHD by about three percentage points annually over the past decade. International Dividend ETFs Still Pay Nearly Double SCHD SCHD Is Magnificent, but This Dividend ETF Could Be an Even Better Dividend Play

About Schwab US Dividend Equity ETF

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.