BCM Advisors LLC Purchases 80,647 Shares of Schwab US Dividend Equity ETF $SCHD

BCM Advisors LLC raised its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 777.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 91,020 shares of the company’s stock after buying an additional 80,647 shares during the period. BCM Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $2,869,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Schwab US Dividend Equity ETF by 404.6% during the 4th quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock valued at $2,871,000 after purchasing an additional 84,262 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Schwab US Dividend Equity ETF by 206.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after purchasing an additional 51,696 shares in the last quarter. Bison Wealth LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 234.4% during the fourth quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after purchasing an additional 309,400 shares during the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Schwab US Dividend Equity ETF by 35.6% during the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after purchasing an additional 155,769 shares during the last quarter. Finally, United Bank grew its holdings in shares of Schwab US Dividend Equity ETF by 5.0% during the second quarter. United Bank now owns 195,713 shares of the company’s stock worth $5,186,000 after purchasing an additional 9,351 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of NYSEARCA:SCHD opened at $33.04 on Friday. The business has a fifty day moving average of $32.23 and a 200-day moving average of $31.05. Schwab US Dividend Equity ETF has a twelve month low of $26.21 and a twelve month high of $33.04. The firm has a market cap of $100.55 billion, a PE ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF News Summary

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

• Positive Sentiment: Analysts say SCHD has held up well versus the S&P 500, helped by its emphasis on profitable, dividend-paying companies and a relatively defensive sector mix. SCHD: Your ETF To Hide From The AI Bottleneck Bust
• Positive Sentiment: Coverage continues to frame SCHD as a reliable “defensive income” ETF, with comments pointing to its dividend yield, payout growth, and capital appreciation potential as reasons for investor demand. SCHD: Dividend Yield, Payout Growth, And Capital Appreciation: Defensive Income Play
• Positive Sentiment: Recent pieces also note that SCHD has posted a strong comeback and has even outperformed QQQ on a total-return basis in some periods, which can support inflows from performance-seeking investors. SCHD Is Getting Loaded With AI Stocks Now. Is It Still a “Safe” Dividend ETF?
• Neutral Sentiment: Some articles question whether SCHD is still the best fit for retirees, noting that other dividend ETFs may offer higher yields or stronger recent total returns. Why Retirees Are Quietly Moving From SCHD to These Two International Dividend ETFs Paying More Yield
• Neutral Sentiment: Other coverage compares SCHD with JEPI and VYM or notes that competing income ETFs have outperformed since 2022, but these are mostly relative-performance comparisons rather than signs of fundamental weakness. SCHD, JEPI, or VYM? Which ETF Fits 3 Different Types of Retirees

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.