Keystone Financial Planning Inc. Decreases Stake in Schwab US Dividend Equity ETF $SCHD

Keystone Financial Planning Inc. cut its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 7.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,250,349 shares of the company’s stock after selling 513,358 shares during the period. Schwab US Dividend Equity ETF comprises approximately 51.1% of Keystone Financial Planning Inc.’s investment portfolio, making the stock its biggest position. Keystone Financial Planning Inc. owned approximately 0.20% of Schwab US Dividend Equity ETF worth $198,199,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of SCHD. Miramontes Capital LLC bought a new stake in Schwab US Dividend Equity ETF during the 2nd quarter worth $611,000. Tidal Investments LLC raised its position in Schwab US Dividend Equity ETF by 32.1% in the second quarter. Tidal Investments LLC now owns 63,521 shares of the company’s stock valued at $2,014,000 after purchasing an additional 15,438 shares during the last quarter. Van Hulzen Asset Management LLC boosted its stake in shares of Schwab US Dividend Equity ETF by 83.0% during the second quarter. Van Hulzen Asset Management LLC now owns 58,778 shares of the company’s stock valued at $1,864,000 after purchasing an additional 26,660 shares in the last quarter. Cahill Financial Advisors Inc. boosted its stake in shares of Schwab US Dividend Equity ETF by 6.2% during the second quarter. Cahill Financial Advisors Inc. now owns 379,548 shares of the company’s stock valued at $12,035,000 after purchasing an additional 22,218 shares in the last quarter. Finally, Gemmer Asset Management LLC grew its holdings in shares of Schwab US Dividend Equity ETF by 1.5% during the second quarter. Gemmer Asset Management LLC now owns 21,618 shares of the company’s stock worth $686,000 after purchasing an additional 317 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

Schwab US Dividend Equity ETF stock opened at $34.09 on Thursday. The business has a 50 day moving average of $33.79 and a 200-day moving average of $32.32. Schwab US Dividend Equity ETF has a 1 year low of $26.32 and a 1 year high of $35.31. The company has a market capitalization of $105.91 billion, a P/E ratio of 14.57 and a beta of 0.68.

Key Headlines Impacting Schwab US Dividend Equity ETF

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

• Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
• Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
• Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
• Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled

Schwab US Dividend Equity ETF 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.