Schwab US Dividend Equity ETF $SCHD Shares Acquired by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lifted its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 16.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 156,667 shares of the company’s stock after acquiring an additional 22,416 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab US Dividend Equity ETF were worth $4,277,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Biltmore Family Office LLC raised its position in Schwab US Dividend Equity ETF by 116.4% in the third quarter. Biltmore Family Office LLC now owns 974 shares of the company’s stock valued at $27,000 after purchasing an additional 524 shares during the period. Independence Bank of Kentucky acquired a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at $41,000. True Wealth Design LLC raised its holdings in shares of Schwab US Dividend Equity ETF by 42.9% in the 3rd quarter. True Wealth Design LLC now owns 1,500 shares of the company’s stock valued at $41,000 after buying an additional 450 shares during the period. Total Investment Management Inc. purchased a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter valued at $43,000. Finally, Morton Brown Family Wealth LLC lifted its stake in Schwab US Dividend Equity ETF by 41.2% during the 3rd quarter. Morton Brown Family Wealth LLC now owns 1,635 shares of the company’s stock worth $45,000 after acquiring an additional 477 shares in the last quarter.

Schwab US Dividend Equity ETF Price Performance

Shares of Schwab US Dividend Equity ETF stock opened at $31.64 on Wednesday. The stock has a market capitalization of $83.22 billion, a price-to-earnings ratio of 14.57 and a beta of 0.77. The business has a 50-day moving average of $29.35 and a 200 day moving average of $28.00. Schwab US Dividend Equity ETF has a 12 month low of $23.87 and a 12 month high of $31.88.

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 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.