Schwab US Dividend Equity ETF Sees Inflows Amid Mixed Performance

Schwab US Dividend Equity ETF ( $SCHD ) has fallen by 0.03% in the past week. It has experienced a 5-day net inflow of $791.56 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Texas Instruments saw a string of insider stock sales in February, with multiple senior executives and a director cashing out sizable positions, drawing attention to profit‑taking at the top. Despite this, the stock has rallied strongly year-to-date, supported by a Buy technical signal and a market cap above $200 billion, though valuation is looking stretched.
• Texas Instruments shares have been driven by a Q4 update that showed solid year-on-year growth, improving free cash flow and structural demand from data centers, industrial and automotive clients, helped by CHIPS Act incentives and easing CapEx. Analysts remain positive but cautious, citing revenue and margin pressure, weak personal electronics demand, higher inventories and leverage, with Wall Street rating the stock a Strong Buy but seeing limited near-term upside.
• Texas Instruments also stands out as a high-yield tech dividend play, offering a forward yield near 5.7% and more than two decades of steady payout increases, most recently to $1.42 per share quarterly. However, a payout ratio near 100% of earnings and cyclical risks mean dividend growth could slow if profits falter, leaving income-focused investors weighing rich yield against mounting sustainability concerns and only modest forecast price appreciation.
• Lockheed Martin was not covered in the supplied material this week, leaving no new earnings, guidance or capital-allocation developments to report for the defense contractor. Investors in the name will likely focus on existing themes such as defense spending visibility, order backlog and cash returns while awaiting fresh company-specific news.
• Verizon Communications likewise did not feature in the recent news flow provided, so there were no new updates on its subscriber trends, 5G rollout economics, debt profile or dividend policy. For holders, the lack of incremental headlines means the investment case continues to hinge on stable cash flows, high yield and execution on cost controls and network investments.