Schwab US Dividend Equity ETF $SCHD Stock Sold by Virginia Estate & Retirement Planning Advisors Inc.

Virginia Estate & Retirement Planning Advisors Inc. lessened its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 99.0% during the 3rd quarter, Holdings Channel reports. The firm owned 101,483 shares of the company’s stock after selling 10,432,506 shares during the quarter. Schwab US Dividend Equity ETF comprises 4.1% of Virginia Estate & Retirement Planning Advisors Inc.’s portfolio, making the stock its 8th largest holding. Virginia Estate & Retirement Planning Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $3,305,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of SCHD. Dominguez Wealth Management Solutions Inc. raised its position in Schwab US Dividend Equity ETF by 434.1% during the 3rd quarter. Dominguez Wealth Management Solutions Inc. now owns 209,188 shares of the company’s stock worth $6,805,000 after buying an additional 170,021 shares during the last quarter. Cahill Financial Advisors Inc. lifted its stake in Schwab US Dividend Equity ETF by 6.2% during the 2nd quarter. Cahill Financial Advisors Inc. now owns 379,548 shares of the company’s stock valued at $12,035,000 after acquiring an additional 22,218 shares during the period. Bangor Savings Bank purchased a new stake in shares of Schwab US Dividend Equity ETF in the 3rd quarter valued at $2,480,000. HB Wealth Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF by 8.4% in the 2nd quarter. HB Wealth Management LLC now owns 1,780,558 shares of the company’s stock valued at $56,462,000 after acquiring an additional 137,402 shares during the last quarter. Finally, Rockefeller Capital Management L.P. boosted its holdings in shares of Schwab US Dividend Equity ETF by 18.8% in the 4th quarter. Rockefeller Capital Management L.P. now owns 523,834 shares of the company’s stock valued at $14,369,000 after acquiring an additional 82,981 shares during the last quarter.

Schwab US Dividend Equity ETF Price Performance

NYSEARCA:SCHD opened at $33.37 on Wednesday. The firm has a market capitalization of $111.48 billion, a P/E ratio of 14.57 and a beta of 0.68. Schwab US Dividend Equity ETF has a 1-year low of $26.32 and a 1-year high of $35.31. The company’s fifty day moving average price is $34.00 and its 200-day moving average price is $32.69.

Schwab US Dividend Equity ETF News Roundup

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

• Positive Sentiment: A Seeking Alpha upgrade to “Buy” argued that SCHD remains fundamentally strong despite recent selling. The fund’s mature dividend-paying holdings, valuation below the broader S&P 500 and roughly 3.2% yield could appeal to income investors seeking a relative bargain. SCHD: Buy Signal Is Finally Printing
• Positive Sentiment: Market warning signals are prompting some investors to rotate toward high-quality, dividend-growing companies, including several “Dividend Kings” held by SCHD. This supports the ETF’s defensive positioning if volatility persists. The Market Is Flashing Warning Signals Not Seen in Years
• Neutral Sentiment: Comparisons with Schwab’s growth-oriented sibling and with Vanguard Dividend Appreciation ETF (VYM) emphasize that total returns, growth exposure and dividend sustainability matter alongside headline yield. These articles may encourage investors to evaluate SCHD more selectively rather than signaling a clear change in demand. SCHD’s Overlooked Schwab Sibling SCHD vs. VYM
• Negative Sentiment: A competing analysis downgraded SCHD, stressing that total return—not yield alone—should guide ETF selection. Three international dividend ETFs reportedly offered higher yields and stronger one-year performance than SCHD, although foreign taxes, currency fluctuations and uneven distributions add risks. SCHD: Total Return Still Matters International Dividend ETFs Outyield SCHD
• Negative Sentiment: Long-term bond yields remain a headwind because SCHD’s income becomes less distinctive when investors can obtain comparatively attractive yields from bonds. This concern was also central to the debate over the fund’s recent ratings. SCHD Buy Signal

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.