Storen Legacy Partners LLC Takes Position in Schwab US Dividend Equity ETF $SCHD

Storen Legacy Partners LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 23,307 shares of the company’s stock, valued at approximately $639,000.

Several other institutional investors have also modified their holdings of SCHD. JPMorgan Chase & Co. raised its holdings in Schwab US Dividend Equity ETF by 2.1% in the third quarter. JPMorgan Chase & Co. now owns 4,616,851 shares of the company’s stock valued at $126,040,000 after acquiring an additional 95,857 shares in the last quarter. Elmwood Wealth Management Inc. acquired a new position in Schwab US Dividend Equity ETF during the 4th quarter worth $1,003,000. Bell Bank increased its position in shares of Schwab US Dividend Equity ETF by 53.3% in the 4th quarter. Bell Bank now owns 104,155 shares of the company’s stock worth $2,857,000 after purchasing an additional 36,212 shares during the last quarter. Aspire Capital Advisors LLC increased its position in shares of Schwab US Dividend Equity ETF by 2.9% in the 4th quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock worth $29,184,000 after purchasing an additional 30,146 shares during the last quarter. Finally, BIP Wealth LLC acquired a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at about $1,589,000.

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD stock opened at $31.86 on Friday. Schwab US Dividend Equity ETF has a one year low of $26.16 and a one year 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 stock has a market capitalization of $90.44 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67.

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 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

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.