Schwab US Dividend Equity ETF $SCHD Shares Sold by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC lessened its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 61.6% in the 3rd quarter, Holdings Channel reports. The firm owned 15,195 shares of the company’s stock after selling 24,345 shares during the quarter. KMG Fiduciary Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $494,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of SCHD. Envestnet Asset Management Inc. raised its holdings in Schwab US Dividend Equity ETF by 2.1% during the second quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock valued at $560,222,000 after buying an additional 354,983 shares in the last quarter. Cassaday & Co Wealth Management LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 3.5% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock worth $293,578,000 after acquiring an additional 324,778 shares in the last quarter. Royal Bank of Canada increased its holdings in shares of Schwab US Dividend Equity ETF by 8.3% during the 1st quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock valued at $265,563,000 after acquiring an additional 660,876 shares during the last quarter. Keystone Financial Planning Inc. increased its holdings in shares of Schwab US Dividend Equity ETF by 0.5% during the 3rd quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock valued at $204,273,000 after acquiring an additional 29,169 shares during the last quarter. Finally, HHM Wealth Advisors LLC raised its stake in shares of Schwab US Dividend Equity ETF by 2.8% in the 1st quarter. HHM Wealth Advisors LLC now owns 5,156,506 shares of the company’s stock valued at $158,202,000 after acquiring an additional 138,225 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

SCHD opened at $33.37 on Wednesday. The business has a 50 day moving average price of $34.00 and a 200 day moving average price of $32.69. Schwab US Dividend Equity ETF has a twelve month low of $26.32 and a twelve month high of $35.31. The firm has a market cap of $111.48 billion, a P/E ratio of 14.57 and a beta of 0.68.

Trending Headlines about Schwab US Dividend Equity ETF

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

• Positive Sentiment: A Seeking Alpha upgrade to “Buy” argued that SCHD remains fundamentally strong despite recent selling. The fund’s mature dividend-paying holdings, valuation below the broader S&P 500 and roughly 3.2% yield could appeal to income investors seeking a relative bargain. SCHD: Buy Signal Is Finally Printing
• Positive Sentiment: Market warning signals are prompting some investors to rotate toward high-quality, dividend-growing companies, including several “Dividend Kings” held by SCHD. This supports the ETF’s defensive positioning if volatility persists. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Comparisons with Schwab’s growth-oriented sibling and with Vanguard Dividend Appreciation ETF (VYM) emphasize that total returns, growth exposure and dividend sustainability matter alongside headline yield. These articles may encourage investors to evaluate SCHD more selectively rather than signaling a clear change in demand. SCHD’s Overlooked Schwab Sibling SCHD vs. VYM
• Negative Sentiment: A competing analysis downgraded SCHD, stressing that total return—not yield alone—should guide ETF selection. Three international dividend ETFs reportedly offered higher yields and stronger one-year performance than SCHD, although foreign taxes, currency fluctuations and uneven distributions add risks. SCHD: Total Return Still Matters International Dividend ETFs Outyield SCHD
• Negative Sentiment: Long-term bond yields remain a headwind because SCHD’s income becomes less distinctive when investors can obtain comparatively attractive yields from bonds. This concern was also central to the debate over the fund’s recent ratings. SCHD Buy Signal

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.