Gateway Wealth Partners LLC Increases Stake in Schwab US Dividend Equity ETF $SCHD

Gateway Wealth Partners LLC lifted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 231.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 153,572 shares of the company’s stock after buying an additional 107,169 shares during the period. Gateway Wealth Partners LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,712,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BIP Wealth LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the fourth quarter valued at about $1,589,000. Aspire Capital Advisors LLC grew 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 buying an additional 30,146 shares during the last quarter. Freestone Capital Holdings LLC grew its position in shares of Schwab US Dividend Equity ETF by 62.7% in the 4th quarter. Freestone Capital Holdings LLC now owns 42,792 shares of the company’s stock worth $1,174,000 after buying an additional 16,486 shares during the last quarter. Rockefeller Capital Management L.P. raised its stake in shares of Schwab US Dividend Equity ETF by 18.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock worth $14,369,000 after acquiring an additional 82,981 shares in the last quarter. Finally, Capital Investment Advisory Services LLC lifted its position in Schwab US Dividend Equity ETF by 21.5% during the fourth quarter. Capital Investment Advisory Services LLC now owns 138,503 shares of the company’s stock valued at $3,799,000 after acquiring an additional 24,551 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Up 0.4%

Shares of SCHD opened at $33.43 on Tuesday. The company has a market cap of $102.70 billion, a price-to-earnings ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a twelve month low of $26.21 and a twelve month high of $33.60. The company has a 50 day moving average of $32.40 and a two-hundred day moving average of $31.31.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: SCHD is reportedly outperforming the S&P 500 in 2026, supported by its value, quality, dividend-growth, and sector exposures as investors rotate toward established, cash-generating companies. Here’s Why SCHD is Beating the S&P 500 in 2026 YTD
• Positive Sentiment: Unusually heavy call-option activity signals increased bullish speculation or hedging interest: traders purchased 11,312 calls, roughly 73% above average volume. Options activity can support sentiment, though it is not confirmation of future returns. Schwab US Dividend Equity ETF Sees Unusually Large Options Volume
• Positive Sentiment: Financial-planning articles continue to present SCHD as a core retirement-income holding. Its approximately 3.3% yield, dividend-growth focus, and emphasis on balance-sheet quality may appeal to investors seeking income that can better keep pace with inflation. Here’s How Much You’d Need to Invest in SCHD to Generate $1,000 per Month in Dividends
• Positive Sentiment: Coverage of ETF combinations for retirees reinforces SCHD’s visibility as an income and inflation-management tool, potentially attracting additional long-term demand from retirement investors. Retirees Earn Income and Beat Inflation with this Schwab ETF Combo
• Neutral Sentiment: Articles outlining dividend portfolios and retirement-income plans use SCHD as one component of diversified ETF allocations. The exposure may broaden awareness but does not represent a new fund catalyst or change in fundamentals. A $700,000 Portfolio That Pays $45,000 a Year From Just Three ETFs
• Negative Sentiment: One comparison says a similar dividend ETF outperformed SCHD by about three percentage points annually over the past decade. That could divert performance-focused investors, although it does not directly challenge SCHD’s income or quality-screening appeal. SCHD Is Magnificent, but This Dividend ETF Could Be an Even Better Dividend Play

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.