Schwab US Dividend Equity ETF $SCHD Shares Bought by Bradley Foster & Sargent Inc. CT

Bradley Foster & Sargent Inc. CT lifted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 40.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 73,728 shares of the company’s stock after buying an additional 21,109 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Schwab US Dividend Equity ETF were worth $2,262,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Cassaday & Co Wealth Management LLC increased its stake in shares of Schwab US Dividend Equity ETF by 52.2% during the fourth quarter. Cassaday & Co Wealth Management LLC now owns 9,244,248 shares of the company’s stock worth $253,570,000 after purchasing an additional 3,170,728 shares in the last quarter. Paradiem LLC purchased a new position in shares of Schwab US Dividend Equity ETF in the first quarter valued at approximately $56,258,000. Cibc World Market Inc. increased its position in shares of Schwab US Dividend Equity ETF by 31.8% during the fourth quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock worth $192,634,000 after purchasing an additional 1,694,144 shares in the last quarter. Keudell Morrison Wealth Management acquired a new position in Schwab US Dividend Equity ETF in the 4th quarter valued at $43,773,000. Finally, Baer Investment Advisory LLC purchased a new stake in shares of Schwab US Dividend Equity ETF during the first quarter worth $46,847,000.

Schwab US Dividend Equity ETF Price Performance

SCHD stock opened at $33.29 on Monday. Schwab US Dividend Equity ETF has a 1 year low of $26.21 and a 1 year high of $33.50. The firm has a market capitalization of $102.27 billion, a PE ratio of 14.57 and a beta of 0.68. The business has a 50 day simple moving average of $32.38 and a 200-day simple moving average of $31.27.

Trending Headlines about Schwab US Dividend Equity ETF

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

• Positive Sentiment: SCHD is drawing renewed interest as an income-focused ETF, with articles highlighting its role in retirement portfolios and monthly/regular dividend strategies, which can boost demand for the fund. Here’s Why SCHD Is Beating the S&P 500 in 2026 YTD
• Positive Sentiment: TipRanks reported strong recent inflows into SCHD, including a multi-day net inflow of roughly $682.6 million, which is a bullish signal for ETF demand and asset growth. Schwab US Dividend Equity ETF Sees Strong Inflows
• Positive Sentiment: Traders also showed unusual bullish options activity in SCHD, with call volume running well above normal, suggesting expectations for more upside. Schwab US Dividend Equity ETF Sees Unusually Large Options Volume
• Neutral Sentiment: New articles discussing how much investors need to generate $1,000 per month in SCHD dividends may be increasing attention to the fund, but they are more informational than market-moving. Here’s How Much You’d Need to Invest in SCHD to Generate $1,000 per Month in Dividends
• Neutral Sentiment: Other retirement-income and dividend-portfolio articles mentioning SCHD reinforce its reputation as a stable income vehicle, but they do not point to a new fundamental catalyst. Retirement Is 10,000 Days With No Paycheck. These 4 ETFs Deposit One Every Month
• Neutral Sentiment: Jamie Dimon’s warning that stock valuations are high is a broader market cautionary note, but it does not specifically change SCHD’s outlook on its own. Jamie Dimon Says Stock Valuations Are Too High. But That Shouldn’t Change How You Invest.

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.