Nalls Sherbakoff Group LLC Makes New $661,000 Investment in Schwab US Dividend Equity ETF $SCHD

Nalls Sherbakoff Group LLC bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 24,108 shares of the company’s stock, valued at approximately $661,000.

Several other large investors have also modified their holdings of SCHD. Downshift Financial LLC acquired a new position in Schwab US Dividend Equity ETF in the 4th quarter valued at $412,000. Advisortrust Partners LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth $1,545,000. Redwood Family Wealth LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter worth $357,000. Cedarwood Wealth LLC purchased a new stake in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at about $3,498,000. Finally, Mengis Capital Management Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 8.8% in the fourth quarter. Mengis Capital Management Inc. now owns 120,583 shares of the company’s stock valued at $3,308,000 after acquiring an additional 9,720 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.86 on Friday. Schwab US Dividend Equity ETF has a 52-week low of $26.16 and a 52-week high of $32.92. The company’s 50-day simple moving average is $31.84 and its 200-day simple moving average is $30.41. The firm has a market cap of $90.44 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67.

Schwab US Dividend Equity ETF News Roundup

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

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.