Schwab US Dividend Equity ETF $SCHD Shares Acquired by International Assets Investment Management LLC

International Assets Investment Management LLC raised its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 24.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 97,087 shares of the company’s stock after acquiring an additional 18,846 shares during the period. International Assets Investment Management LLC’s holdings in Schwab US Dividend Equity ETF were worth $3,172,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Byrne Asset Management LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the 2nd quarter worth $26,000. Livelsberger Financial Advisory purchased a new stake in shares of Schwab US Dividend Equity ETF in the third quarter valued at about $28,000. DiNuzzo Private Wealth Inc. bought a new position in shares of Schwab US Dividend Equity ETF during the second quarter valued at about $27,000. Ashton Thomas Securities LLC bought a new position in shares of Schwab US Dividend Equity ETF during the first quarter valued at about $32,000. Finally, Signature Resources Capital Management LLC boosted its holdings in Schwab US Dividend Equity ETF by 53.8% during the first quarter. Signature Resources Capital Management LLC now owns 1,430 shares of the company’s stock worth $44,000 after purchasing an additional 500 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

Schwab US Dividend Equity ETF stock opened at $35.17 on Friday. Schwab US Dividend Equity ETF has a fifty-two week low of $26.49 and a fifty-two week high of $36.38. The firm’s 50-day simple moving average is $34.19 and its 200 day simple moving average is $32.49. The stock has a market cap of $119.41 billion, a PE ratio of 19.09 and a beta of 0.66.

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.