Schwab US Dividend Equity ETF Sees Inflows Amid Weekly Decline

Schwab US Dividend Equity ETF ( $SCHD ) has fallen by 2.29% in the past week. It has experienced a 5-day net inflow of $118.8 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Lockheed Martin remains at the center of escalating defense demand as the White House presses missile makers to prioritize production over shareholder payouts, following intensified U.S.–Israeli operations against Iran. The company is already ramping PAC‑3 and THAAD interceptor output, secured a new $1.9 billion C‑130J training systems contract, and is complying with the Pentagon’s ban on Anthropic AI to protect its multi‑billion‑dollar pipeline.
• Conocophillips is being pitched on Wall Street as a classic HALO play, with heavy long‑life assets and rising free cash flow as major projects move from build‑out to harvest. The oil major is planning a $2.1 billion restart in Norway’s Greater Ekofisk fields while weighing a roughly $2 billion Permian asset sale, and Goldman’s Conviction List rating highlights expectations for strong cash generation and steady shareholder returns even if the stock now looks near fair value.
• Verizon Communications is sharpening its focus on profitability by reviewing hundreds of millions of dollars in sports and music sponsorships, including a potential pullback from its billion‑dollar NFL partnership that made it the league’s official 5G network. Any exit could trigger costly penalties, but the review underscores management’s push to cut expenses and strengthen the balance sheet, with VZ shares up over the past three years yet analysts seeing limited near‑term upside.