Miramontes Capital LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 19,280 shares of the company’s stock, valued at approximately $611,000.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares during the last quarter. Bison Wealth LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after acquiring an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 35.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after acquiring an additional 155,769 shares in the last quarter. Finally, United Bank grew its position in Schwab US Dividend Equity ETF by 5.0% during the 2nd quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after acquiring an additional 9,351 shares during the last quarter.
Key Schwab US Dividend Equity ETF News
Here are the key news stories impacting Schwab US Dividend Equity ETF this week:
- Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
- Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
- Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
- Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled
Schwab US Dividend Equity ETF Stock Down 0.9%
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.
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