247,708 Shares of Schwab US Dividend Equity ETF $SCHD Purchased by Plancorp LLC

Plancorp LLC purchased a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 247,708 shares of the company’s stock, valued at approximately $8,863,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Capital Wealth Advisors increased its holdings in shares of Schwab US Dividend Equity ETF by 0.8% during the third quarter. Vanguard Capital Wealth Advisors now owns 38,880 shares of the company’s stock worth $1,265,000 after buying an additional 296 shares in the last quarter. Wealth Management Partners LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 1.7% in the 3rd quarter. Wealth Management Partners LLC now owns 18,307 shares of the company’s stock worth $596,000 after acquiring an additional 300 shares in the last quarter. Triumph Capital Management boosted its holdings in shares of Schwab US Dividend Equity ETF by 14.6% in the 3rd quarter. Triumph Capital Management now owns 2,389 shares of the company’s stock worth $78,000 after acquiring an additional 305 shares in the last quarter. Gemmer Asset Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 1.5% in the 2nd quarter. Gemmer Asset Management LLC now owns 21,618 shares of the company’s stock worth $686,000 after acquiring an additional 317 shares in the last quarter. Finally, FC Advisory LLC grew its position in Schwab US Dividend Equity ETF by 1.8% during the 3rd quarter. FC Advisory LLC now owns 19,234 shares of the company’s stock worth $626,000 after acquiring an additional 336 shares during the last quarter.

Schwab US Dividend Equity ETF Trading Down 0.7%

NYSEARCA SCHD traded down $0.25 during trading hours on Friday, reaching $35.17. 28,425,670 shares of the company’s stock were exchanged, compared to its average volume of 22,656,920. The firm has a fifty day moving average of $34.19 and a 200-day moving average of $32.49. Schwab US Dividend Equity ETF has a one year low of $26.49 and a one year high of $36.38. The stock has a market cap of $119.41 billion, a PE ratio of 19.09 and a beta of 0.66.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: As AI stocks sell off, investors are reportedly rotating toward dividend ETFs, including SCHD, for diversified income. This trend could support demand for the fund; the article also notes JEPI and VRP as alternatives. Article: 3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
• Positive Sentiment: A review of a 50/50 SCHD–SCHG portfolio says the pairing has delivered competitive returns with a higher starting yield, lower beta, comparable diversification and favorable fundamental characteristics—reinforcing SCHD’s appeal as an income-oriented holding. Article: SCHD And SCHG: 3 Years Later, This Two-ETF Combination Still Makes Sense
• Positive Sentiment: A retirement-focused comparison favors SCHD among three dividend ETFs, highlighting the importance of screening for financially sound dividend payers rather than chasing yield alone. That framing supports SCHD’s quality-and-income positioning. Article: Why Schwab’s SCHD Tops These 3 Dividend ETFs for Retirees Right Now
• Neutral Sentiment: Recent coverage reported SCHD reached a 52-week high, about 37% above its 52-week low, amid interest in defensive dividend stocks. This signals strong recent momentum, but does not establish whether further gains will follow. Article: Dividend Equity ETF (SCHD) Touches New 52-Week High
• Negative Sentiment: A comparison with Vanguard’s VIG argues that VIG’s larger technology weighting could make it a better choice for long-term total returns. That view may temper enthusiasm among investors prioritizing growth over SCHD’s dividend focus. Article: VIG vs. SCHD: Which Dividend ETF Will Make You Richer?

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.