NWF Advisory Services Inc. Sells 44,165 Shares of Schwab US Dividend Equity ETF $SCHD

NWF Advisory Services Inc. decreased its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 31.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 96,361 shares of the company’s stock after selling 44,165 shares during the period. NWF Advisory Services Inc.’s holdings in Schwab US Dividend Equity ETF were worth $2,643,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Sumitomo Life Insurance Co. purchased a new stake in Schwab US Dividend Equity ETF in the third quarter worth $847,665,000. Wells Fargo & Company MN raised its holdings in Schwab US Dividend Equity ETF by 5.7% in the fourth quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock worth $279,883,000 after purchasing an additional 552,907 shares in the last quarter. Avantax Planning Partners Inc. lifted its position in Schwab US Dividend Equity ETF by 3.8% during the fourth quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock valued at $277,214,000 after buying an additional 366,548 shares during the period. Cassaday & Co Wealth Management LLC lifted its position 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 during the period. Finally, Royal Bank of Canada boosted its holdings in shares of Schwab US Dividend Equity ETF by 4.0% during the 4th quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock valued at $219,304,000 after buying an additional 304,047 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $31.86 on Friday. The firm’s 50-day moving average price is $31.84 and its 200-day moving average price is $30.41. The company has a market capitalization of $90.44 billion, a PE ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a 1-year low of $26.16 and a 1-year high of $32.92.

Key Stories Impacting Schwab US Dividend Equity ETF

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

• Positive Sentiment: SCHD was highlighted as a strategic hedge against a potential AI sell-off, with its focus on financially healthy companies and long dividend histories making it attractive if investors move away from expensive tech. SCHD: A Strategic Hedge Against An AI Sell-Off
• Positive Sentiment: Multiple retirement-income articles promoted dividend ETFs like SCHD as a way to generate steady cash flow without selling shares, reinforcing its appeal to income-focused investors. The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026
• Positive Sentiment: One article specifically framed SCHD as offering U.S. quality stocks at a more reasonable valuation than the broader market, with a dividend yield well above the S&P 500, which may attract valuation-conscious investors. SCHD: U.S. Quality, Global Valuation
• Neutral Sentiment: Several articles discussed dividend safety and income planning, comparing SCHD with other dividend ETFs and emphasizing its role in balanced portfolios rather than pointing to any fund-specific catalyst. Dividend Safety Check: Domestic vs International Dividend Quality (SCHD, SCHY)
• Negative Sentiment: Bearish commentary argued SCHD could face near-term headwinds from persistently high interest rates and renewed investor preference for AI and other growth stocks, which could limit inflows and keep performance muted. Dumping SCHD
• Negative Sentiment: Another article noted that international dividend ETFs now outyield SCHD by a wide margin, which may cause some income investors to look elsewhere for higher current yield. Three International Dividend ETFs Now Outyield SCHD by Nearly 2 Points in 2026

Schwab US Dividend Equity ETF Company 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.