Aurora Private Wealth Inc. Sells 20,022 Shares of Schwab US Dividend Equity ETF $SCHD

Aurora Private Wealth Inc. cut its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 26.7% in the first quarter, HoldingsChannel.com reports. The firm owned 54,945 shares of the company’s stock after selling 20,022 shares during the quarter. Schwab US Dividend Equity ETF comprises about 1.2% of Aurora Private Wealth Inc.’s investment portfolio, making the stock its 20th biggest holding. Aurora Private Wealth Inc.’s holdings in Schwab US Dividend Equity ETF were worth $1,686,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of SCHD. Mountain Hill Investment Partners Corp. boosted its holdings in Schwab US Dividend Equity ETF by 1,241.8% in the 4th quarter. Mountain Hill Investment Partners Corp. now owns 899 shares of the company’s stock worth $25,000 after buying an additional 832 shares during the period. Merrithew & Thorsten Inc purchased a new stake in Schwab US Dividend Equity ETF in the 4th quarter worth $25,000. Field & Main Bank bought a new stake in Schwab US Dividend Equity ETF during the fourth quarter valued at about $29,000. Dynamic Wealth Strategies LLC bought a new stake in Schwab US Dividend Equity ETF during the fourth quarter valued at about $29,000. Finally, Triumph Capital Management purchased a new position in shares of Schwab US Dividend Equity ETF in the third quarter valued at about $33,000.

Key Stories Impacting Schwab US Dividend Equity ETF

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

  • Positive Sentiment: SCHD was highlighted as a strategic hedge against a potential AI sell-off, with its focus on financially healthy companies and long dividend histories making it attractive if investors move away from expensive tech. SCHD: A Strategic Hedge Against An AI Sell-Off
  • Positive Sentiment: Multiple retirement-income articles promoted dividend ETFs like SCHD as a way to generate steady cash flow without selling shares, reinforcing its appeal to income-focused investors. The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026
  • Positive Sentiment: One article specifically framed SCHD as offering U.S. quality stocks at a more reasonable valuation than the broader market, with a dividend yield well above the S&P 500, which may attract valuation-conscious investors. SCHD: U.S. Quality, Global Valuation
  • Neutral Sentiment: Several articles discussed dividend safety and income planning, comparing SCHD with other dividend ETFs and emphasizing its role in balanced portfolios rather than pointing to any fund-specific catalyst. Dividend Safety Check: Domestic vs International Dividend Quality (SCHD, SCHY)
  • Negative Sentiment: Bearish commentary argued SCHD could face near-term headwinds from persistently high interest rates and renewed investor preference for AI and other growth stocks, which could limit inflows and keep performance muted. Dumping SCHD
  • Negative Sentiment: Another article noted that international dividend ETFs now outyield SCHD by a wide margin, which may cause some income investors to look elsewhere for higher current yield. Three International Dividend ETFs Now Outyield SCHD by Nearly 2 Points in 2026

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.86 on Friday. The company has a market capitalization of $90.44 billion, a price-to-earnings ratio of 14.57 and a beta of 0.67. The stock’s 50-day simple moving average is $31.84 and its 200-day simple moving average is $30.41. Schwab US Dividend Equity ETF has a 52 week low of $26.16 and a 52 week high of $32.92.

Schwab US Dividend Equity ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report).

Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

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