Cozad Asset Management Inc. Trims Stock Holdings in Schwab US Dividend Equity ETF $SCHD

Cozad Asset Management Inc. lessened its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 24.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 400,085 shares of the company’s stock after selling 127,592 shares during the quarter. Schwab US Dividend Equity ETF makes up approximately 0.9% of Cozad Asset Management Inc.’s holdings, making the stock its 29th largest holding. Cozad Asset Management Inc.’s holdings in Schwab US Dividend Equity ETF were worth $10,922,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of 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 valued at $2,871,000 after buying an additional 84,262 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 206.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 76,685 shares of the company’s stock worth $2,095,000 after purchasing an additional 51,696 shares during the period. Bison Wealth LLC lifted its stake in shares of Schwab US Dividend Equity ETF by 234.4% during the 4th quarter. Bison Wealth LLC now owns 441,394 shares of the company’s stock worth $12,059,000 after purchasing an additional 309,400 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Schwab US Dividend Equity ETF by 35.6% during the first quarter. Goldman Sachs Group Inc. now owns 592,953 shares of the company’s stock worth $16,579,000 after purchasing an additional 155,769 shares during the last quarter. Finally, United Bank grew its position in shares of Schwab US Dividend Equity ETF by 5.0% in the second 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 period.

Key Schwab US Dividend Equity ETF News

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

• Positive Sentiment: Two recent Seeking Alpha pieces argue SCHD is an attractive long-term value/dividend-growth play, highlighting its fundamentals-based selection, reconstitution-driven dividend growth and above-average yield — a direct bullish catalyst for income investors. SCHD: An Excellent Value Fund For Long-Term Investors
• Positive Sentiment: A follow-up Seeking Alpha piece frames SCHD’s dividend growth engine as entering a potentially stronger phase amid a market rotation into income/quality names — narrative likely to attract new allocations to dividend ETFs. SCHD’s Dividend Growth Engine May Be Entering Its Most Powerful Phase Yet
• Positive Sentiment: 247WallSt highlights SCHD as a low-cost, 100-stock dividend ETF with a competitive yield versus cash alternatives — coverage like this tends to steer conservative and retirement-focused flows toward the fund. This Schwab ETF Holds 100 Dividend Stocks, Charges 0.06% a Year, and Yields More Than Most Savings Accounts
• Positive Sentiment: Multiple 247WallSt roundups recommend SCHD among low-volatility/dividend ETFs for retirees and list it as one of the Schwab ETFs to consider before the month-end — more retail/income-focused attention. The 3 Schwab ETFs to Buy Before March
• Neutral Sentiment: The Motley Fool-style list of “3 simple ETFs to buy with $1,000” includes SCHD as a straightforward, long-term holding — useful awareness/education but less of an immediate flow driver than dedicated dividend coverage. 3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
• Neutral Sentiment: Other consumer-facing pieces position SCHD among recommended ETFs for retirees or conservative investors; these broaden awareness but are unlikely to cause sharp short-term moves by themselves. 3 Dividend ETFs Designed for Conservative Retirees

Schwab US Dividend Equity ETF Trading Up 0.3%

Schwab US Dividend Equity ETF stock opened at $31.64 on Wednesday. The stock has a fifty day moving average price of $29.35 and a 200 day moving average price of $28.00. Schwab US Dividend Equity ETF has a 52 week low of $23.87 and a 52 week high of $31.88. The firm has a market capitalization of $83.22 billion, a P/E ratio of 14.57 and a beta of 0.77.

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.