Schwab US Dividend Equity ETF $SCHD is Bauman Advisory Group LLC’s 10th Largest Position

Bauman Advisory Group LLC lifted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 111.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 143,445 shares of the company’s stock after purchasing an additional 75,603 shares during the period. Schwab US Dividend Equity ETF accounts for approximately 3.1% of Bauman Advisory Group LLC’s portfolio, making the stock its 10th biggest holding. Bauman Advisory Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,401,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHD. Wells Fargo & Company MN lifted its position in Schwab US Dividend Equity ETF by 5.7% in the 4th quarter. Wells Fargo & Company MN now owns 10,203,553 shares of the company’s stock valued at $279,883,000 after acquiring an additional 552,907 shares in the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 3.8% in the 4th quarter. Avantax Planning Partners Inc. now owns 10,106,223 shares of the company’s stock valued at $277,214,000 after purchasing an additional 366,548 shares during the last quarter. Cassaday & Co Wealth Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 52.2% in the fourth quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock worth $253,570,000 after acquiring an additional 3,170,728 shares in the last quarter. Royal Bank of Canada grew its stake in shares of Schwab US Dividend Equity ETF by 4.0% in the 4th quarter. Royal Bank of Canada now owns 7,995,065 shares of the company’s stock worth $219,304,000 after acquiring an additional 304,047 shares in the last quarter. Finally, Cibc World Market Inc. increased its position in Schwab US Dividend Equity ETF by 31.8% in the fourth quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock worth $192,634,000 after buying an additional 1,694,144 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Schwab US Dividend Equity ETF stock opened at $33.04 on Friday. Schwab US Dividend Equity ETF has a fifty-two week low of $26.21 and a fifty-two week high of $33.04. The firm’s fifty day moving average price is $32.23 and its 200-day moving average price is $31.05. The stock has a market cap of $100.55 billion, a P/E ratio of 14.57 and a beta of 0.68.

Key Stories Impacting Schwab US Dividend Equity ETF

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 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.