47,135 Shares in Schwab US Dividend Equity ETF $SCHD Purchased by Birchwood Financial Partners Inc. - American Market News
Author: ABMN Staff
Description: Read 47,135 Shares in Schwab US Dividend Equity ETF $SCHD Purchased by Birchwood Financial Partners Inc. at American Market News
Keywords: Schwab US Dividend Equity ETF,NYSEARCA:SCHD,SCHD,NYSEARCA,SEC Filings,13F,Hedge Fund Holdings,Institutional Investor Holdings
Date: 2026-06-19T03:17:06+0000

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# 47,135 Shares in Schwab US Dividend Equity ETF $SCHD Purchased by Birchwood Financial Partners Inc.

Posted by ABMN Staff on Jun 19th, 2026

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Birchwood Financial Partners Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 47,135 shares of the company’s stock, valued at approximately $1,293,000. Schwab US Dividend Equity ETF accounts for 1.3% of Birchwood Financial Partners Inc.’s investment portfolio, making the stock its 21st largest position.

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A number of other large investors have also modified their holdings of SCHD. Note Advisors LLC increased its holdings in Schwab US Dividend Equity ETF by 10.0% in the 4th quarter. Note Advisors LLC now owns 73,039 shares of the company’s stock valued at $2,129,000 after buying an additional 6,660 shares during the period. Strive Financial Group LLC bought a new position in shares of Schwab US Dividend Equity ETF during the 4th quarter worth about $485,000. Mercer Global Advisors Inc. ADV boosted its position in shares of Schwab US Dividend Equity ETF by 13.8% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 1,789,062 shares of the company’s stock valued at $50,339,000 after acquiring an additional 216,713 shares in the last quarter. Blue Chip Partners LLC boosted its position in shares of Schwab US Dividend Equity ETF by 70.8% during the 4th quarter. Blue Chip Partners LLC now owns 20,139 shares of the company’s stock valued at $552,000 after acquiring an additional 8,351 shares in the last quarter. Finally, Andrews Advisory Associates LLC bought a new stake in Schwab US Dividend Equity ETF in the fourth quarter valued at about $5,787,000.

## Schwab US Dividend Equity ETF Trading Down 0.2%

SCHD stock opened at $31.86 on Friday. Schwab US Dividend Equity ETF has a 1-year low of $26.16 and a 1-year high of $32.92. The firm has a market cap of $90.44 billion, a P/E ratio of 14.57 and a beta of 0.67. The business’s 50 day moving average is $31.82 and its 200-day moving average is $30.40.

## About Schwab US Dividend Equity ETF

(Free Report)

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.

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Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report).

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