Schwab US Dividend Equity ETF Rises on Strong Inflows

Schwab US Dividend Equity ETF ( $SCHD ) has fallen by 0.09% in the past week. It has experienced a 5-day net inflow of $614.06 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Qualcomm has surged to record highs as investors embrace its pivot from smartphones to AI data centers, autos, and connected devices, highlighted by a secretly developed custom chip for a large hyperscaler shipping in December and a fresh 8% rally. Yet Wall Street remains split, with a Hold consensus, rich valuation, and worries about lost Apple modem share, soft Android demand, and fierce AI competition pointing to notable downside risk from current levels.
• Texas Instruments has become one of the standout U.S. chipmakers, with shares hitting an all‑time high near $309 and gaining roughly 95% in six months as strong Q1 results showed broad revenue growth, margin expansion, and rising free cash flow. The Silicon Labs acquisition gives TI a new AI‑linked foothold in data‑center and industrial connectivity, but heavy insider selling, a full valuation, and analyst targets that sit below the market suggest the stock may be priced for perfection despite an Outperform view from AI‑driven models.
• Unitedhealth Group Inc. has rebounded sharply, climbing more than 20% this year to new 52‑week highs as fears over Medicare Advantage margins ease and its Optum unit restores growth and profitability. A more generous 2027 MA rate update, a new flat‑fee pharmacy model at Optum Rx, and heavy AI investment to cut costs and support long‑term EPS growth underpin a Moderate Buy rating, though consensus targets now imply only limited upside after the stock’s powerful run.