Compass Financial Group Inc. Ohio Buys New Stake in Schwab US Dividend Equity ETF $SCHD

Compass Financial Group Inc. Ohio acquired a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 252,519 shares of the company’s stock, valued at approximately $6,927,000. Schwab US Dividend Equity ETF comprises approximately 5.1% of Compass Financial Group Inc. Ohio’s portfolio, making the stock its 4th largest position.

Other hedge funds have also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. boosted its position in Schwab US Dividend Equity ETF by 1,241.8% in the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after buying an additional 832 shares during the last quarter. Merrithew & Thorsten Inc acquired a new position in Schwab US Dividend Equity ETF in the fourth quarter valued at about $25,000. Field & Main Bank bought a new position in Schwab US Dividend Equity ETF during the fourth quarter worth about $29,000. Dynamic Wealth Strategies LLC acquired a new position in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at $29,000. Finally, Triumph Capital Management bought a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $33,000.

Schwab US Dividend Equity ETF Stock Performance

NYSEARCA:SCHD opened at $31.86 on Friday. Schwab US Dividend Equity ETF has a 52-week low of $26.16 and a 52-week high of $32.92. The company has a market cap of $90.44 billion, a PE ratio of 14.57 and a beta of 0.67. The stock has a 50-day simple moving average of $31.84 and a 200 day simple moving average of $30.41.

Key Schwab US Dividend Equity ETF News

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 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.