79,435 Schwab US Dividend Equity ETF $SCHD Shares Purchased by Asset One Wealth Management LLC

Asset One Wealth Management LLC grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 15.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 593,112 shares of the company’s stock after purchasing an additional 79,435 shares during the period. Schwab US Dividend Equity ETF makes up about 1.6% of Asset One Wealth Management LLC’s portfolio, making the stock its 11th biggest position. Asset One Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $19,294,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of SCHD. Commonwealth Equity Services LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $337,510,000. Rakuten Investment Management Inc. raised its position in Schwab US Dividend Equity ETF by 7.5% during the third quarter. Rakuten Investment Management Inc. now owns 50,684,634 shares of the company’s stock worth $1,664,990,000 after acquiring an additional 3,545,800 shares during the last quarter. D.A. Davidson & CO. purchased a new stake in shares of Schwab US Dividend Equity ETF in the third quarter worth about $79,998,000. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at approximately $71,569,000. Finally, Brookstone Capital Management acquired a new stake in shares of Schwab US Dividend Equity ETF during the 3rd quarter valued at $71,011,000.

Schwab US Dividend Equity ETF Trading Down 0.7%

Schwab US Dividend Equity ETF stock opened at $35.17 on Friday. The business has a 50-day moving average of $34.19 and a 200-day moving average of $32.49. Schwab US Dividend Equity ETF has a 1 year low of $26.49 and a 1 year high of $36.38. The firm has a market capitalization of $119.41 billion, a P/E ratio of 19.09 and a beta of 0.66.

Schwab US Dividend Equity ETF News Summary

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 Company 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.