Schwab US Dividend Equity ETF $SCHD Stock Purchased by Leelyn Smith LLC

Leelyn Smith LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,662,707 shares of the company’s stock after purchasing an additional 33,363 shares during the quarter. Schwab US Dividend Equity ETF makes up about 6.0% of Leelyn Smith LLC’s investment portfolio, making the stock its 3rd largest position. Leelyn Smith LLC’s holdings in Schwab US Dividend Equity ETF were worth $54,088,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Sierra Ocean LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the third quarter worth $7,306,000. Verus Capital Partners LLC increased its stake in shares of Schwab US Dividend Equity ETF by 7.8% in the third quarter. Verus Capital Partners LLC now owns 362,931 shares of the company’s stock valued at $11,806,000 after buying an additional 26,261 shares in the last quarter. Pegasus Asset Management Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 3.7% in the third quarter. Pegasus Asset Management Inc. now owns 16,823 shares of the company’s stock valued at $547,000 after buying an additional 595 shares during the last quarter. Parallel Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 4.2% in the third quarter. Parallel Advisors LLC now owns 464,630 shares of the company’s stock valued at $15,114,000 after buying an additional 18,516 shares during the last quarter. Finally, Whitegate Investment Counselors Inc. lifted its position in Schwab US Dividend Equity ETF by 1.6% during the 3rd quarter. Whitegate Investment Counselors Inc. now owns 505,662 shares of the company’s stock worth $16,449,000 after buying an additional 8,203 shares in the last quarter.

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 Down 0.7%

Shares of NYSEARCA:SCHD opened at $35.17 on Friday. Schwab US Dividend Equity ETF has a 12 month low of $26.49 and a 12 month high of $36.38. The company’s 50-day moving average price is $34.19 and its two-hundred day moving average price is $32.49. The firm has a market cap of $119.41 billion, a P/E ratio of 19.09 and a beta of 0.66.

Schwab US Dividend Equity ETF Company Profile

(Free Report)

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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