Bouchey Financial Group Ltd. trimmed its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 78.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 514,953 shares of the company’s stock after selling 1,841,711 shares during the quarter. Schwab US Dividend Equity ETF comprises about 1.1% of Bouchey Financial Group Ltd.’s holdings, making the stock its 25th largest position. Bouchey Financial Group Ltd.’s holdings in Schwab US Dividend Equity ETF were worth $16,329,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after purchasing an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after purchasing an additional 51,696 shares during the last quarter. Bison Wealth LLC raised its stake in Schwab US Dividend Equity ETF by 234.4% in the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after purchasing an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. raised its stake in Schwab US Dividend Equity ETF by 35.6% in the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after purchasing an additional 155,769 shares in the last quarter. Finally, United Bank lifted its position in Schwab US Dividend Equity ETF by 5.0% during the second quarter. United Bank now owns 195,713 shares of the company’s stock valued at $5,186,000 after purchasing an additional 9,351 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: 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 Price Performance
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.
Further Reading
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