196,655 Shares of Schwab US Dividend Equity ETF $SCHD Purchased by Fagan Associates Inc.

Fagan Associates Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 196,655 shares of the company’s stock, valued at approximately $6,397,000.

A number of other hedge funds have also made changes to their positions in SCHD. Forvis Mazars Wealth Advisors LLC bought a new stake in Schwab US Dividend Equity ETF during the third quarter worth approximately $366,000. First Financial Corp IN bought a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $615,000. Accel Wealth Management bought a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $291,000. Financial Planning Hawaii Inc. lifted its stake in shares of Schwab US Dividend Equity ETF by 17.0% in the third quarter. Financial Planning Hawaii Inc. now owns 34,408 shares of the company’s stock worth $1,119,000 after buying an additional 4,989 shares during the last quarter. Finally, Salvus Wealth Management LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter worth $208,000.

Schwab US Dividend Equity ETF Price Performance

Shares of NYSEARCA SCHD traded up $0.11 during trading hours on Tuesday, hitting $33.37. 22,208,104 shares of the stock were exchanged, compared to its average volume of 22,403,480. The company’s 50 day moving average is $34.01 and its 200 day moving average is $32.67. The firm has a market capitalization of $111.11 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a one year low of $26.32 and a one year high of $35.31.

Key Stories Impacting Schwab US Dividend Equity ETF

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

• Positive Sentiment: A Seeking Alpha analysis upgraded SCHD to “Buy,” arguing that intense selling has pushed the fund below 14 times forward earnings. Its mature, dividend-paying holdings and approximately 3.2% yield may provide resilience, while the valuation discount to the S&P 500 could attract income-focused investors. SCHD: Buy Signal Is Finally Printing (Upgrade)
• Positive Sentiment: Another article favors shifting toward high-quality dividend companies as broader market warning signs increase. That defensive positioning supports demand for SCHD’s portfolio of established, profitable dividend payers. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Long-term comparisons emphasize that consistent ETF contributions and compounding can build wealth, but they do not provide a near-term catalyst for SCHD. Here’s What $500 a Month in These 6 ETFs Could Be Worth in 20 Years
• Neutral Sentiment: Comparisons with VYM and other dividend ETFs suggest that yield alone should not determine an allocation; dividend growth, quality and total return remain important. SCHD vs. VYM
• Negative Sentiment: International dividend ETFs have recently outperformed the S&P 500 and offered higher yields than SCHD, potentially diverting income-seeking investors. However, foreign taxes, currency fluctuations and uneven distributions add risks that may limit the threat. International Dividend ETFs Outyield SCHD
• Negative Sentiment: Contrasting Seeking Alpha coverage downgraded SCHD because total returns may lag alternatives. Its yield is also less compelling when long-term bond yields rise, increasing competition from fixed-income investments. SCHD: Total Return Still Matters

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.