{"id":2210,"date":"2025-10-01T20:15:18","date_gmt":"2025-10-01T20:15:18","guid":{"rendered":"https:\/\/igorsplayground.com\/appcheckr\/sound-income-strategies-llc-sells-1428-shares-of-schwab-us-dividend-equity-etf-schd\/"},"modified":"2025-10-01T20:15:18","modified_gmt":"2025-10-01T20:15:18","slug":"sound-income-strategies-llc-sells-1428-shares-of-schwab-us-dividend-equity-etf-schd","status":"publish","type":"post","link":"https:\/\/igorsplayground.com\/appcheckr\/sound-income-strategies-llc-sells-1428-shares-of-schwab-us-dividend-equity-etf-schd\/","title":{"rendered":"Sound Income Strategies LLC Sells 1,428 Shares of Schwab US Dividend Equity ETF $SCHD"},"content":{"rendered":"<p><\/p>\n<div itemprop=\"articleBody\">\n\t\t\t\t<!-- start main text --><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.marketbeat.com\/logos\/schwab-us-dividend-equity-etf-logo-1200x675.jpg?v=20210824092522\" alt=\"Schwab US Dividend Equity ETF logo\" class=\"widecompanylogo\" width=\"1200\" height=\"675\"\/>Sound Income Strategies LLC has recently adjusted its investment in the Schwab US Dividend Equity ETF (<a rel=\"nofollow\" href=\"https:\/\/www.marketbeat.com\/stocks\/NYSEARCA\/SCHD\/\">NYSEARCA:SCHD<\/a> \u2013 <a style=\"font-weight:normal;text-decoration:italic;color:green\" rel=\"nofollow\" href=\"https:\/\/www.marketbeat.com\/arnreports\/ReportTickerOptin.aspx?RegistrationCode=TickerHyperlink&amp;Prefix=NYSEARCA&amp;Symbol=SCHD\">Free Report<\/a>), reducing its position by 18.7% during the second quarter. According to a report from <a rel=\"nofollow\" href=\"http:\/\/www.holdingschannel.com\/\">Holdings Channel.com<\/a>, the institutional investor now holds 6,219 shares after selling 1,428 shares in this period. As of its latest filing with the Securities and Exchange Commission, Sound Income Strategies LLC&#8217;s stake in the ETF is valued at approximately $165,000.<\/p>\n<p>Other institutional investors have also made significant changes to their holdings in the Schwab US Dividend Equity ETF. For instance, Opal Wealth Advisors LLC acquired a new stake during the first quarter, investing $27,000. Meanwhile, Kozak &amp; Associates Inc. increased its holdings by an impressive 476.1% in the second quarter, now owning 1,135 shares valued at $31,000 after purchasing an additional 938 shares. Similarly, Financial Management Professionals Inc. raised its stake by 241.9%, owning 1,282 shares worth $34,000 after acquiring 907 additional shares during the same period. Cooksen Wealth LLC also entered the fray, investing $38,000 in a new stake during the first quarter. Lastly, Optimum Investment Advisors boosted its holdings by 57.6% in the first quarter, now owning 1,381 shares valued at $39,000 after purchasing 505 more shares.<\/p>\n<h2>Schwab US Dividend Equity ETF Price Performance<\/h2>\n<p>On Wednesday, shares of the <a rel=\"nofollow\" href=\"https:\/\/www.marketbeat.com\/stocks\/NYSEARCA\/SCHD\/\" target=\"_blank\">Schwab US Dividend Equity ETF<\/a> opened at $27.30. The ETF has experienced a fifty-two week low of $23.87 and a high of $29.72. Currently, it boasts a fifty-day moving average price of $27.33 and a two-hundred-day moving average price of $26.77. With a market capitalization of $71.21 billion, the ETF has a price-to-earnings (PE) ratio of 14.57 and a beta of 0.88, indicating its relative volatility compared to the market.<\/p>\n<h2 style=\"display:inline-block\">Schwab US Dividend Equity ETF Profile<\/h2>\n<div class=\"in-article-ad\">\n<p><!-- \/21771534901\/ETF --><\/p>\n<div style=\"padding-top:1em;\">\n<strong>Want More Great Investing Ideas?<\/strong>\n<\/div>\n<\/div>\n<p>The Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund that tracks the Dow Jones U.S. Dividend 100 Index, which comprises 100 dividend-paying U.S. equities. Launched on October 20, 2011, this ETF is managed by Schwab, providing investors with a diversified portfolio focused on income generation through dividends.<\/p>\n<h2>Read More<\/h2>\n<p><strong>Want to see what other hedge funds are holding SCHD?<\/strong> Visit <a rel=\"nofollow\" href=\"https:\/\/www.holdingschannel.com\/hedge-funds\/holding-schd\/\">HoldingsChannel.com<\/a> for the latest 13F filings and insider trades related to the Schwab US Dividend Equity ETF (<a rel=\"nofollow\" href=\"https:\/\/www.marketbeat.com\/stocks\/NYSEARCA\/SCHD\/\">NYSEARCA:SCHD<\/a> \u2013 <a style=\"font-weight:normal;text-decoration:italic;color:green\" rel=\"nofollow\" href=\"https:\/\/www.marketbeat.com\/arnreports\/ReportTickerOptin.aspx?RegistrationCode=TickerHyperlink&amp;Prefix=NYSEARCA&amp;Symbol=SCHD\">Free Report<\/a>).<\/p>\n<p style=\"text-align:center\"><img decoding=\"async\" src=\"https:\/\/www.marketbeat.com\/scripts\/SECFilingChart.ashx?Prefix=NYSEARCA&amp;Symbol=SCHD\" alt=\"Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)\" width=\"650\" height=\"350\" loading=\"lazy\"\/><\/p>\n<p>\t\t\t\t<!-- end inline unit --><br \/>\n\t\t\t\t<!-- end main text --><br \/>\n\t\t\t\t<!-- Invalidate Article --><\/p>\n<p>\t\t\t\t<!-- End Invalidate --><\/p>\n<p><!--Begin Footer Opt-In--><\/p>\n<p style=\"clear:both\"><strong>Receive News &amp; Ratings for Schwab US Dividend Equity ETF Daily<\/strong> &#8211; Enter your email address below to receive a concise daily summary of the latest news and analysts&#8217; ratings for Schwab US Dividend Equity ETF and related companies with <a href=\"https:\/\/www.etfdailynews.com\/daily-email-updates-basic\/?symbol=NYSEARCA:SCHD&amp;c=Schwab+US+Dividend+Equity+ETF\" rel=\"nofollow\" style=\"text-decoration:underline;font-weight:bold\">MarketBeat.com&#8217;s FREE daily email newsletter<\/a>.<\/p>\n<p><!-- End Footer Opt-In --><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Sound Income Strategies LLC has recently adjusted its investment in the Schwab US Dividend Equity ETF (NYSEARCA:SCHD \u2013 Free Report), reducing its position by 18.7% during the second quarter. According to a report from Holdings Channel.com, the institutional investor now holds 6,219 shares after selling 1,428 shares in this period. As of its latest filing [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2211,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[60],"tags":[],"class_list":["post-2210","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-etfs"],"_links":{"self":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/2210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/comments?post=2210"}],"version-history":[{"count":0,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/posts\/2210\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media\/2211"}],"wp:attachment":[{"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/media?parent=2210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/categories?post=2210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/igorsplayground.com\/appcheckr\/wp-json\/wp\/v2\/tags?post=2210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}