Schwab US Dividend Equity ETF $SCHD Shares Purchased by Beam Wealth Advisors Inc.

Beam Wealth Advisors Inc. raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 13.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 146,214 shares of the company’s stock after acquiring an additional 17,401 shares during the period. Schwab US Dividend Equity ETF makes up 1.0% of Beam Wealth Advisors Inc.’s holdings, making the stock its 21st largest position. Beam Wealth Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $4,756,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHD. Vanguard Capital Wealth Advisors boosted its position in shares of Schwab US Dividend Equity ETF by 0.8% in the 3rd quarter. Vanguard Capital Wealth Advisors now owns 38,880 shares of the company’s stock worth $1,265,000 after purchasing an additional 296 shares during the last quarter. Wealth Management Partners LLC grew its stake in shares of Schwab US Dividend Equity ETF by 1.7% during the third quarter. Wealth Management Partners LLC now owns 18,307 shares of the company’s stock worth $596,000 after purchasing an additional 300 shares during the period. Triumph Capital Management grew its stake in shares of Schwab US Dividend Equity ETF by 14.6% during the third quarter. Triumph Capital Management now owns 2,389 shares of the company’s stock worth $78,000 after purchasing an additional 305 shares during the period. Gemmer Asset Management LLC increased its holdings in Schwab US Dividend Equity ETF by 1.5% in the second quarter. Gemmer Asset Management LLC now owns 21,618 shares of the company’s stock valued at $686,000 after purchasing an additional 317 shares during the last quarter. Finally, FC Advisory LLC increased its holdings in Schwab US Dividend Equity ETF by 1.8% in the third quarter. FC Advisory LLC now owns 19,234 shares of the company’s stock valued at $626,000 after purchasing an additional 336 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.7%

NYSEARCA:SCHD opened at $35.17 on Friday. Schwab US Dividend Equity ETF has a 1-year low of $26.49 and a 1-year high of $36.38. The business’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 capitalization of $119.41 billion, a price-to-earnings ratio of 19.09 and a beta of 0.66.

More Schwab US Dividend Equity ETF News

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 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.