XML Financial LLC Sells 19,827 Shares of Schwab US Dividend Equity ETF $SCHD

XML Financial LLC cut its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 403,228 shares of the company’s stock after selling 19,827 shares during the quarter. Schwab US Dividend Equity ETF comprises 1.0% of XML Financial LLC’s holdings, making the stock its 23rd biggest position. XML Financial LLC’s holdings in Schwab US Dividend Equity ETF were worth $12,371,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Mountain Hill Investment Partners Corp. boosted its holdings in shares of Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after buying an additional 832 shares during the period. Merrithew & Thorsten Inc acquired a new stake in shares of Schwab US Dividend Equity ETF during the fourth quarter worth $25,000. Field & Main Bank bought a new stake in Schwab US Dividend Equity ETF in the 4th quarter valued at $29,000. Dynamic Wealth Strategies LLC bought a new stake in Schwab US Dividend Equity ETF in the 4th quarter valued at $29,000. Finally, Triumph Capital Management acquired a new position in Schwab US Dividend Equity ETF in the 3rd quarter worth $33,000.

Trending Headlines about 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 Stock Performance

SCHD stock opened at $31.86 on Monday. The stock has a 50-day moving average price of $31.84 and a two-hundred day moving average price of $30.43. The stock has a market cap 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.

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.