39,245 Schwab US Dividend Equity ETF $SCHD Shares Purchased by My Personal CFO LLC

My Personal CFO LLC grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 57.8% during the third quarter, Holdings Channel reports. The firm owned 107,135 shares of the company’s stock after purchasing an additional 39,245 shares during the period. Schwab US Dividend Equity ETF makes up approximately 1.3% of My Personal CFO LLC’s portfolio, making the stock its 19th largest position. My Personal CFO LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,485,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Envestnet Asset Management Inc. grew its holdings in Schwab US Dividend Equity ETF by 2.1% during the second quarter. Envestnet Asset Management Inc. now owns 17,667,059 shares of the company’s stock worth $560,222,000 after buying an additional 354,983 shares in the last quarter. Cassaday & Co Wealth Management LLC lifted its stake in Schwab US Dividend Equity ETF by 3.5% during the 1st quarter. Cassaday & Co Wealth Management LLC now owns 9,569,026 shares of the company’s stock valued at $293,578,000 after acquiring an additional 324,778 shares in the last quarter. Royal Bank of Canada boosted its holdings in Schwab US Dividend Equity ETF by 8.3% during the 1st quarter. Royal Bank of Canada now owns 8,655,941 shares of the company’s stock worth $265,563,000 after acquiring an additional 660,876 shares during the last quarter. Keystone Financial Planning Inc. raised its holdings in shares of Schwab US Dividend Equity ETF by 0.5% in the third quarter. Keystone Financial Planning Inc. now owns 6,279,518 shares of the company’s stock valued at $204,273,000 after purchasing an additional 29,169 shares during the last quarter. Finally, HHM Wealth Advisors LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 2.8% in the first quarter. HHM Wealth Advisors LLC now owns 5,156,506 shares of the company’s stock valued at $158,202,000 after purchasing an additional 138,225 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $33.37 on Wednesday. The company’s 50-day moving average is $34.00 and its 200 day moving average is $32.69. Schwab US Dividend Equity ETF has a fifty-two week low of $26.32 and a fifty-two week high of $35.31. The firm has a market capitalization of $111.48 billion, a P/E ratio of 14.57 and a beta of 0.68.

More Schwab US Dividend Equity ETF News

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

• Positive Sentiment: A Seeking Alpha upgrade to “Buy” argued that SCHD remains fundamentally strong despite recent selling. The fund’s mature dividend-paying holdings, valuation below the broader S&P 500 and roughly 3.2% yield could appeal to income investors seeking a relative bargain. SCHD: Buy Signal Is Finally Printing
• Positive Sentiment: Market warning signals are prompting some investors to rotate toward high-quality, dividend-growing companies, including several “Dividend Kings” held by SCHD. This supports the ETF’s defensive positioning if volatility persists. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Comparisons with Schwab’s growth-oriented sibling and with Vanguard Dividend Appreciation ETF (VYM) emphasize that total returns, growth exposure and dividend sustainability matter alongside headline yield. These articles may encourage investors to evaluate SCHD more selectively rather than signaling a clear change in demand. SCHD’s Overlooked Schwab Sibling SCHD vs. VYM
• Negative Sentiment: A competing analysis downgraded SCHD, stressing that total return—not yield alone—should guide ETF selection. Three international dividend ETFs reportedly offered higher yields and stronger one-year performance than SCHD, although foreign taxes, currency fluctuations and uneven distributions add risks. SCHD: Total Return Still Matters International Dividend ETFs Outyield SCHD
• Negative Sentiment: Long-term bond yields remain a headwind because SCHD’s income becomes less distinctive when investors can obtain comparatively attractive yields from bonds. This concern was also central to the debate over the fund’s recent ratings. SCHD Buy Signal

About Schwab US Dividend Equity ETF

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.