Schwab US Dividend Equity ETF $SCHD Stock Holdings Lessened by Signature Estate & Investment Advisors LLC

Signature Estate & Investment Advisors LLC lowered its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 414,837 shares of the company’s stock after selling 19,306 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $11,379,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Sumitomo Life Insurance Co. purchased a new stake in Schwab US Dividend Equity ETF during the third quarter valued at about $847,665,000. Cibc World Market Inc. lifted its stake in Schwab US Dividend Equity ETF by 243.5% during the third quarter. Cibc World Market Inc. now owns 5,328,615 shares of the company’s stock valued at $145,471,000 after buying an additional 3,777,339 shares in the last quarter. Cassaday & Co Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF by 52.2% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock valued at $253,570,000 after buying an additional 3,170,728 shares in the last quarter. Evergreen Advisors LLC purchased a new stake in Schwab US Dividend Equity ETF during the fourth quarter valued at about $41,630,000. Finally, Lido Advisors LLC purchased a new stake in Schwab US Dividend Equity ETF during the third quarter valued at about $32,308,000.

Schwab US Dividend Equity ETF News Roundup

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

• Positive Sentiment: Seeking Alpha upgraded SCHD, saying the ETF offers an improved buying opportunity after its reconstitution, with stronger technology exposure, meaningful energy holdings, a valuation discount to the S&P 500, and a steady dividend yield. SCHD: The Buying Opportunity Is Finally Flashing (Upgrade)
• Positive Sentiment: Several other articles framed SCHD and similar dividend ETFs as attractive income vehicles during a period of higher bond yields, inflation pressure, and summer volatility, which can support demand for defensive dividend funds. A $1.7 million portfolio that quietly pays $9,800 a month and outpaces the median US mortgage payment twice over
• Neutral Sentiment: Articles about income-focused portfolios and dividend strategies broadly reinforce interest in dividend ETFs, but they do not cite any new SCHD-specific catalyst beyond ongoing investor attention to yield and retirement income. 3 Dividend ETFs to Lock In Before Summer Volatility Picks Up
• Neutral Sentiment: One piece reviewed SCHD after its reconstitution and asked whether it had delivered, which suggests continued scrutiny of performance but no clearly negative development. SCHD After The Reconstitution: Has It Actually Delivered?

Schwab US Dividend Equity ETF Trading Up 0.4%

SCHD stock opened at $32.25 on Friday. Schwab US Dividend Equity ETF has a one year low of $25.69 and a one year high of $32.26. The firm has a market capitalization of $91.55 billion, a PE ratio of 14.57 and a beta of 0.68. The firm has a 50-day moving average of $31.09 and a two-hundred day moving average of $29.63.

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.