Calamos Advisors LLC Purchases New Position in Schwab US Dividend Equity ETF $SCHD

Calamos Advisors LLC acquired a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 26,777 shares of the company’s stock, valued at approximately $822,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Elmwood Wealth Management Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF in the fourth quarter valued at approximately $1,003,000. Bell Bank increased its holdings in shares of Schwab US Dividend Equity ETF by 53.3% in the 4th quarter. Bell Bank now owns 104,155 shares of the company’s stock valued at $2,857,000 after acquiring an additional 36,212 shares during the period. BIP Wealth LLC purchased a new stake in Schwab US Dividend Equity ETF in the 4th quarter valued at $1,589,000. Aspire Capital Advisors LLC raised its position in Schwab US Dividend Equity ETF by 2.9% in the 4th quarter. Aspire Capital Advisors LLC now owns 1,063,961 shares of the company’s stock valued at $29,184,000 after purchasing an additional 30,146 shares during the last quarter. Finally, Rockefeller Capital Management L.P. boosted its stake in Schwab US Dividend Equity ETF by 18.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock worth $14,369,000 after purchasing an additional 82,981 shares during the period.

Key Schwab US Dividend Equity ETF News

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 Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $33.04 on Friday. The company has a market capitalization of $100.55 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 1 year low of $26.21 and a 1 year high of $33.04. The company’s fifty day moving average is $32.23 and its two-hundred day moving average is $31.05.

Schwab US Dividend Equity ETF 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.