Brookstone Capital Management Has $23.47 Million Stake in Schwab US Dividend Equity ETF $SCHD

Brookstone Capital Management raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 25.2% during the first quarter, HoldingsChannel.com reports. The fund owned 764,905 shares of the company’s stock after buying an additional 153,767 shares during the quarter. Brookstone Capital Management’s holdings in Schwab US Dividend Equity ETF were worth $23,467,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in Schwab US Dividend Equity ETF by 404.6% during the fourth quarter. Brighton Jones LLC now owns 105,089 shares of the company’s stock worth $2,871,000 after buying an additional 84,262 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Schwab US Dividend Equity ETF by 206.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock valued at $2,095,000 after acquiring an additional 51,696 shares in the last quarter. Bison Wealth LLC lifted its position in Schwab US Dividend Equity ETF by 234.4% in the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock valued at $12,059,000 after acquiring an additional 309,400 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in Schwab US Dividend Equity ETF by 35.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock valued at $16,579,000 after purchasing an additional 155,769 shares during the last quarter. Finally, United Bank boosted its stake in Schwab US Dividend Equity ETF by 5.0% during the 2nd quarter. United Bank now owns 195,713 shares of the company’s stock valued at $5,186,000 after purchasing an additional 9,351 shares during the last quarter.

Schwab US Dividend Equity ETF Stock Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.86 on Monday. The stock has a fifty day simple moving average of $31.84 and a 200 day simple moving average of $30.43. Schwab US Dividend Equity ETF has a 12-month low of $26.16 and a 12-month high of $32.92. The company has a market capitalization of $90.44 billion, a P/E ratio of 14.57 and a beta of 0.67.

Schwab US Dividend Equity ETF News Roundup

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 Company 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.