Schwab US Dividend Equity ETF $SCHD Shares Sold by Global Wealth Management LLC

Global Wealth Management LLC reduced its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.4% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 618,035 shares of the company’s stock after selling 49,297 shares during the quarter. Schwab US Dividend Equity ETF makes up 10.3% of Global Wealth Management LLC’s investment portfolio, making the stock its 4th largest holding. Global Wealth Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $18,961,000 as of its most recent filing with the SEC.

Other large investors have also recently added to or reduced their stakes in the company. Mountain Hill Investment Partners Corp. raised its position in shares of Schwab US Dividend Equity ETF by 1,241.8% in the fourth quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock valued at $25,000 after purchasing an additional 832 shares during the period. Merrithew & Thorsten Inc acquired a new stake in shares of Schwab US Dividend Equity ETF in the fourth quarter worth $25,000. Field & Main Bank bought a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $29,000. Dynamic Wealth Strategies LLC bought a new stake in shares of Schwab US Dividend Equity ETF during the 4th quarter worth $29,000. Finally, Triumph Capital Management acquired a new position in Schwab US Dividend Equity ETF in the 3rd quarter valued at $33,000.

More 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 Stock Performance

NYSEARCA:SCHD opened at $31.86 on Monday. The firm has a market capitalization of $90.44 billion, a PE ratio of 14.57 and a beta of 0.67. Schwab US Dividend Equity ETF has a 1 year low of $26.16 and a 1 year high of $32.92. The firm’s fifty day simple moving average is $31.84 and its 200 day simple moving average is $30.43.

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.