Keystone Financial Planning Inc. Trims Stock Position in Schwab US Dividend Equity ETF $SCHD

Keystone Financial Planning Inc. trimmed its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.6% in the second quarter, HoldingsChannel.com reports. The firm owned 6,250,349 shares of the company’s stock after selling 513,358 shares during the period. Schwab US Dividend Equity ETF accounts for about 51.1% of Keystone Financial Planning Inc.’s investment portfolio, making the stock its largest holding. Keystone Financial Planning Inc.’s holdings in Schwab US Dividend Equity ETF were worth $198,199,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of SCHD. Byrne Asset Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at about $26,000. DiNuzzo Private Wealth Inc. bought a new position in shares of Schwab US Dividend Equity ETF during the second quarter worth about $27,000. Ashton Thomas Securities LLC bought a new position in shares of Schwab US Dividend Equity ETF during the first quarter worth about $32,000. Triumph Capital Management acquired a new position in shares of Schwab US Dividend Equity ETF in the third quarter worth approximately $33,000. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of Schwab US Dividend Equity ETF in the third quarter worth approximately $36,000.

Schwab US Dividend Equity ETF Price Performance

Shares of SCHD stock opened at $34.09 on Thursday. The business’s 50 day simple moving average is $33.79 and its 200 day simple moving average is $32.32. Schwab US Dividend Equity ETF has a one year low of $26.32 and a one year high of $35.31. The stock has a market capitalization of $105.91 billion, a PE ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
• Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
• Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
• Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled

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.