Bauman Advisory Group LLC Boosts Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Bauman Advisory Group LLC lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 111.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 143,445 shares of the company’s stock after buying an additional 75,603 shares during the period. Schwab US Dividend Equity ETF makes up about 3.1% of Bauman Advisory Group LLC’s portfolio, making the stock its 10th largest position. Bauman Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,401,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Jag Capital Management LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the 1st quarter worth approximately $259,000. Gerald Baker Financial Group LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the 1st quarter worth $666,000. Frisch Financial Group Inc. boosted its holdings in Schwab US Dividend Equity ETF by 21.8% in the 1st quarter. Frisch Financial Group Inc. now owns 14,255 shares of the company’s stock worth $437,000 after acquiring an additional 2,554 shares during the period. Independent Financial Group LLC bought a new position in Schwab US Dividend Equity ETF during the 1st quarter valued at $11,841,000. Finally, Birchwood Financial Partners Inc. lifted its holdings in Schwab US Dividend Equity ETF by 10.3% in the first quarter. Birchwood Financial Partners Inc. now owns 51,995 shares of the company’s stock worth $1,595,000 after acquiring an additional 4,860 shares during the last quarter.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: Analysts say SCHD has held up well versus the S&P 500, helped by its emphasis on profitable, dividend-paying companies and a relatively defensive sector mix. SCHD: Your ETF To Hide From The AI Bottleneck Bust
• Positive Sentiment: Coverage continues to frame SCHD as a reliable “defensive income” ETF, with comments pointing to its dividend yield, payout growth, and capital appreciation potential as reasons for investor demand. SCHD: Dividend Yield, Payout Growth, And Capital Appreciation: Defensive Income Play
• Positive Sentiment: Recent pieces also note that SCHD has posted a strong comeback and has even outperformed QQQ on a total-return basis in some periods, which can support inflows from performance-seeking investors. SCHD Is Getting Loaded With AI Stocks Now. Is It Still a “Safe” Dividend ETF?
• Neutral Sentiment: Some articles question whether SCHD is still the best fit for retirees, noting that other dividend ETFs may offer higher yields or stronger recent total returns. Why Retirees Are Quietly Moving From SCHD to These Two International Dividend ETFs Paying More Yield
• Neutral Sentiment: Other coverage compares SCHD with JEPI and VYM or notes that competing income ETFs have outperformed since 2022, but these are mostly relative-performance comparisons rather than signs of fundamental weakness. SCHD, JEPI, or VYM? Which ETF Fits 3 Different Types of Retirees

Schwab US Dividend Equity ETF Price Performance

NYSEARCA SCHD opened at $33.04 on Friday. The firm has a market capitalization of $100.55 billion, a PE ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 12 month low of $26.21 and a 12 month high of $33.04. The company’s 50 day simple moving average is $32.23 and its 200 day simple moving average is $31.05.

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.