Schwab US Dividend Equity ETF $SCHD Stock Position Raised by IFP Advisors Inc

IFP Advisors Inc lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 6.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 756,809 shares of the company’s stock after buying an additional 44,086 shares during the period. IFP Advisors Inc’s holdings in Schwab US Dividend Equity ETF were worth $24,619,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHD. Byrne Asset Management LLC acquired a new stake in Schwab US Dividend Equity ETF in the 2nd quarter valued at about $26,000. DiNuzzo Private Wealth Inc. acquired a new position in shares of Schwab US Dividend Equity ETF during the 2nd quarter worth approximately $27,000. Ashton Thomas Securities LLC acquired a new position in shares of Schwab US Dividend Equity ETF during the 1st quarter worth approximately $32,000. Signature Resources Capital Management LLC grew its position in shares of Schwab US Dividend Equity ETF by 53.8% in the first quarter. Signature Resources Capital Management LLC now owns 1,430 shares of the company’s stock valued at $44,000 after purchasing an additional 500 shares in the last quarter. Finally, Hanson & Doremus Investment Management grew its position in shares of Schwab US Dividend Equity ETF by 35.7% in the first quarter. Hanson & Doremus Investment Management now owns 2,001 shares of the company’s stock valued at $61,000 after purchasing an additional 526 shares in the last quarter.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $34.35 on Friday. 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 cap of $114.95 billion, a PE ratio of 14.57 and a beta of 0.68. The stock has a 50 day moving average price of $34.01 and a 200 day moving average price of $32.75.

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 gained 3.28% over the past week while recording approximately $140.33 million in five-day net inflows. The continued capital allocation toward the fund signals strong demand for its value-oriented, dividend-paying holdings and is the clearest near-term positive catalyst. SCHD Sees Gains Amid Strong Inflows
• Positive Sentiment: Commentary continues to portray SCHD as a popular retirement-income vehicle, with a portfolio yield near 3.8% and exposure to established dividend payers. Its combination of income, lower volatility, and a value-stock tilt may appeal to investors seeking alternatives to growth-heavy funds. Why SCHD’s Income Is Unshakable This Year
• Neutral Sentiment: Recent comparisons with Vanguard High Dividend Yield ETF (VYM), JEPQ, and other dividend-growth strategies highlight a trade-off: SCHD may offer better value exposure and long-term dividend growth, but competing funds can provide broader sector diversification or higher immediate income. These comparisons could influence future flows without directly changing SCHD’s holdings. SCHD Compared With VYM
• Negative Sentiment: First Citizens Bank & Trust Co. reduced its SCHD position by 58.5%, selling 32,105 shares and retaining 22,736 shares. Although one institution’s 13F sale does not establish a broad trend, it represents a modest negative signal for sentiment and fund demand. First Citizens Bank Reduces SCHD Stake
• Negative Sentiment: Analysts warn that SCHD’s price appreciation has outpaced its relatively limited payout growth, potentially reducing future returns. In addition, two major dividend contributors reportedly have earnings coverage concerns, creating some risk to the fund’s income reliability. Is SCHD Still Worth Buying?

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.