Schwab US Dividend Equity ETF $SCHD Shares Newly Bought by Plancorp LLC

Plancorp LLC purchased a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 247,708 shares of the company’s stock, valued at approximately $8,863,000.

Other large investors have also recently added to or reduced their stakes in the company. Cahill Financial Advisors Inc. increased its stake in Schwab US Dividend Equity ETF by 6.2% in the second quarter. Cahill Financial Advisors Inc. now owns 379,548 shares of the company’s stock valued at $12,035,000 after acquiring an additional 22,218 shares during the period. Dominguez Wealth Management Solutions Inc. raised its position in Schwab US Dividend Equity ETF by 434.1% in the third quarter. Dominguez Wealth Management Solutions Inc. now owns 209,188 shares of the company’s stock worth $6,805,000 after purchasing an additional 170,021 shares in the last quarter. Bangor Savings Bank acquired a new position in Schwab US Dividend Equity ETF in the third quarter worth about $2,480,000. Concurrent Investment Advisors LLC lifted its stake in Schwab US Dividend Equity ETF by 15.0% during the second quarter. Concurrent Investment Advisors LLC now owns 400,330 shares of the company’s stock worth $12,694,000 after purchasing an additional 52,223 shares during the period. Finally, HB Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF by 8.4% during the second quarter. HB Wealth Management LLC now owns 1,780,558 shares of the company’s stock worth $56,462,000 after purchasing an additional 137,402 shares during the period.

Schwab US Dividend Equity ETF News Roundup

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

• Positive Sentiment: As AI stocks sell off, investors are reportedly rotating toward dividend ETFs, including SCHD, for diversified income. This trend could support demand for the fund; the article also notes JEPI and VRP as alternatives. Article: 3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
• Positive Sentiment: A review of a 50/50 SCHD–SCHG portfolio says the pairing has delivered competitive returns with a higher starting yield, lower beta, comparable diversification and favorable fundamental characteristics—reinforcing SCHD’s appeal as an income-oriented holding. Article: SCHD And SCHG: 3 Years Later, This Two-ETF Combination Still Makes Sense
• Positive Sentiment: A retirement-focused comparison favors SCHD among three dividend ETFs, highlighting the importance of screening for financially sound dividend payers rather than chasing yield alone. That framing supports SCHD’s quality-and-income positioning. Article: Why Schwab’s SCHD Tops These 3 Dividend ETFs for Retirees Right Now
• Neutral Sentiment: Recent coverage reported SCHD reached a 52-week high, about 37% above its 52-week low, amid interest in defensive dividend stocks. This signals strong recent momentum, but does not establish whether further gains will follow. Article: Dividend Equity ETF (SCHD) Touches New 52-Week High
• Negative Sentiment: A comparison with Vanguard’s VIG argues that VIG’s larger technology weighting could make it a better choice for long-term total returns. That view may temper enthusiasm among investors prioritizing growth over SCHD’s dividend focus. Article: VIG vs. SCHD: Which Dividend ETF Will Make You Richer?

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA SCHD traded down $0.25 during trading on Friday, reaching $35.17. 28,425,670 shares of the company traded hands, compared to its average volume of 22,656,920. The stock’s 50 day moving average price is $34.19 and its two-hundred day moving average price is $32.49. The company has a market cap of $119.41 billion, a price-to-earnings ratio of 19.09 and a beta of 0.66. Schwab US Dividend Equity ETF has a 1-year low of $26.49 and a 1-year high of $36.38.

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.