Schwab US Dividend Equity ETF $SCHD Stock: J. Derek Lewis & Associates Inc. Raises Position

J. Derek Lewis & Associates Inc. increased its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 50.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 80,509 shares of the company’s stock after buying an additional 27,056 shares during the period. J. Derek Lewis & Associates Inc.’s holdings in Schwab US Dividend Equity ETF were worth $2,647,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Ethic Inc. acquired a new stake in Schwab US Dividend Equity ETF during the third quarter worth approximately $236,000. StoneX Group Inc. purchased a new stake in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $5,451,000. Leelyn Smith LLC grew its stake in Schwab US Dividend Equity ETF by 2.0% in the 3rd quarter. Leelyn Smith LLC now owns 1,662,707 shares of the company’s stock worth $54,088,000 after acquiring an additional 33,363 shares during the period. Sierra Ocean LLC purchased a new stake in Schwab US Dividend Equity ETF in the 3rd quarter worth approximately $7,306,000. Finally, Verus Capital Partners LLC raised its holdings in Schwab US Dividend Equity ETF by 7.8% in the 3rd quarter. Verus Capital Partners LLC now owns 362,931 shares of the company’s stock valued at $11,806,000 after acquiring an additional 26,261 shares during the last quarter.

Schwab US Dividend Equity ETF News Roundup

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

• Positive Sentiment: As AI stocks sell off, investors are reportedly rotating toward dividend ETFs, including SCHD, for diversified income. This trend could support demand for the fund; the article also notes JEPI and VRP as alternatives. Article: 3 Dividend ETFs Offer Different Ways to Navigate the Post-Election Sell-Off
• Positive Sentiment: A review of a 50/50 SCHD–SCHG portfolio says the pairing has delivered competitive returns with a higher starting yield, lower beta, comparable diversification and favorable fundamental characteristics—reinforcing SCHD’s appeal as an income-oriented holding. Article: SCHD And SCHG: 3 Years Later, This Two-ETF Combination Still Makes Sense
• Positive Sentiment: A retirement-focused comparison favors SCHD among three dividend ETFs, highlighting the importance of screening for financially sound dividend payers rather than chasing yield alone. That framing supports SCHD’s quality-and-income positioning. Article: Why Schwab’s SCHD Tops These 3 Dividend ETFs for Retirees Right Now
• Neutral Sentiment: Recent coverage reported SCHD reached a 52-week high, about 37% above its 52-week low, amid interest in defensive dividend stocks. This signals strong recent momentum, but does not establish whether further gains will follow. Article: Dividend Equity ETF (SCHD) Touches New 52-Week High
• Negative Sentiment: A comparison with Vanguard’s VIG argues that VIG’s larger technology weighting could make it a better choice for long-term total returns. That view may temper enthusiasm among investors prioritizing growth over SCHD’s dividend focus. Article: VIG vs. SCHD: Which Dividend ETF Will Make You Richer?

Schwab US Dividend Equity ETF Stock Performance

Shares of SCHD opened at $35.17 on Friday. The stock has a fifty day moving average of $34.19 and a two-hundred day moving average of $32.49. The company has a market capitalization of $119.41 billion, a PE ratio of 19.09 and a beta of 0.66. Schwab US Dividend Equity ETF has a fifty-two week low of $26.49 and a fifty-two week high of $36.38.

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.