Schwab US Dividend Equity ETF $SCHD Position Boosted by Coastwise Capital Group LLC

Coastwise Capital Group LLC boosted its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 4.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 451,277 shares of the company’s stock after acquiring an additional 17,768 shares during the period. Schwab US Dividend Equity ETF comprises approximately 6.2% of Coastwise Capital Group LLC’s holdings, making the stock its 2nd biggest holding. Coastwise Capital Group LLC’s holdings in Schwab US Dividend Equity ETF were worth $12,379,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of SCHD. Mountain Hill Investment Partners Corp. grew 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 position in Schwab US Dividend Equity ETF in the fourth quarter valued at $25,000. Field & Main Bank purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter worth about $29,000. Dynamic Wealth Strategies LLC purchased a new position in Schwab US Dividend Equity ETF during the fourth quarter worth about $29,000. Finally, Triumph Capital Management acquired a new stake in Schwab US Dividend Equity ETF in the 3rd quarter worth about $33,000.

Schwab US Dividend Equity ETF Price Performance

SCHD opened at $32.53 on Friday. The stock has a market capitalization of $92.34 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67. The business has a 50-day moving average of $31.64 and a two-hundred day moving average of $30.22. Schwab US Dividend Equity ETF has a 12 month low of $26.16 and a 12 month high of $32.91.

Trending Headlines about Schwab US Dividend Equity ETF

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

• Positive Sentiment: Multiple articles argued that SCHD remains a “gold standard” among dividend ETFs, emphasizing its quality screen, stronger performance, and lower risk than higher-yield alternatives. SCHD Vs. PFFA: Ditching The Yield Trap For Schwab’s Gold Standard
• Positive Sentiment: Coverage showing that a $1 million investment in SCHD in 2016 grew to about $2.3 million while also producing substantial dividend income may attract more income-focused investors. Retiring? Buy SCHD. $1m into 2.3m since 2016, $53K/y in dividends. No Reinvestments.
• Positive Sentiment: Another recent piece said SCHD is a good time to buy, noting the ETF has held up relatively well even as broader markets weakened and that it remains near its year-to-date high. SCHD stock: Why it is a good time to buy this dividend ETF
• Neutral Sentiment: Several comparison articles discussed SCHD favorably against VYM and HDV, but these were mainly relative-value debates rather than new fund-specific catalysts. SCHD vs. VYM: Which Dividend ETF Builds a Better Income Stream? HDV: Less Stable Than SCHD With No Dividend Or Quality Advantage
• Negative Sentiment: One Seeking Alpha article argued that dividend ETFs like SCHD still face valuation, earnings, and sector-concentration risk, suggesting the fund is not as defensive as many investors assume. Why The ETF With The Worst Sharpe Ratio Is Our Top Pick

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.