Hbw Advisory Services 13F: Cuts SCHD Stake by $2.1M
Hbw Advisory Services trimmed its holdings in Schwab U.S. Dividend Equity ETF by 19.2% during the reporting period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Hbw Advisory Services sold 63,801 shares from its stake in Schwab U.S. Dividend Equity ETF ($SCHD), a 19.17% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 269,029 shares worth $8.75 million at the end of the quarter.
Since the filing, $SCHD is up 0.7% to date (from the $34.10 close on Oct 15, 2026).
Find the original: Hbw Advisory Services 13F filings on SEC EDGAR
SCHD
Schwab U.S. Dividend Equity ETF
Key Points
- Hbw Advisory Services lowered its stake in Schwab U.S. Dividend Equity ETF (NYSEArca:SCHD) by 19.2%, selling 63,801 shares during the period.
- The institutional investor wrapped up the reporting period with 269,029 shares of the dividend fund, valued at approximately $8.75 million.
- Schwab U.S. Dividend Equity ETF recently traded around $34.28, moving within a 52-week range of $26.32 to $35.31 with a P/E ratio of 19.05.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Schwab U.S. Dividend Equity ETF alert may contain errors. Disclosures
Hbw Advisory Services reduced its investment in Schwab U.S. Dividend Equity ETF (NYSEArca:SCHD), according to a recent Form 13F filing with the SEC. The filing reflects holdings as of the reporting period and may not represent the investor's current position.
Hbw Advisory Services vs. the S&P 500
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What Changed in Hbw Advisory Services's Schwab U.S. Dividend Equity ETF Position
Hbw Advisory Services trimmed its holdings by 19.2%, selling 63,801 shares during the period. The fund previously held 332,830 shares and wrapped up the quarter with 269,029 shares. The remaining stake carried a reported value of $8,751,522.
Schwab U.S. Dividend Equity ETF Stock Up 1.8%
Shares of Schwab U.S. Dividend Equity ETF recently changed hands at $34.28. The fund moves within a 52-week price range spanning from a low of $26.32 to a high of $35.31. Its 50-day moving average sits at $33.98, while the 200-day moving average rests at $31.97. The exchange-traded fund trades at a price-to-earnings ratio of 19.05 and offers a dividend yield of 3.24%.
About Schwab U.S. Dividend Equity ETF
Schwab U.S. Dividend Equity ETF is an exchange-traded fund that tracks high dividend-yielding U.S. stocks with consistent payout records. The fund selects its holdings based on fundamental financial strength metrics compared to peers and keeps at least 90% of its net assets invested in these equities.
Bottom Line
Institutional filings like this one offer a backward-looking view of portfolio adjustments made by major investors. Observers should keep track of upcoming regulatory updates to see how the fund's strategy evolves over time.
Related Filing Alerts
Source: Hbw Advisory Services's 13F filing on $SCHD (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts