Schwab US Dividend Equity ETF Sees Strong Gains and Inflows

Schwab US Dividend Equity ETF ( $SCHD ) has risen by 2.47% in the past week. It has experienced a 5-day net inflow of $680.04 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Qualcomm shares jumped over 12% after expanding their multi‑year technology partnership with Stellantis, which will now use Snapdragon Digital Chassis and Ride Pilot driver-assistance chips in millions of future vehicles and deepen ties via Stellantis’ aiMotive unit. Despite strong recent gains and growing AI ambitions, Wall Street’s consensus remains Hold, with the average target price signaling meaningful downside from current levels.
• Texas Instruments posted a strong Q1, with revenue, margins, and free cash flow all rebounding on surging Data Center and Industrial demand tied to AI and broad electronics, helping drive a nearly 80% year-to-date share price rise. Analysts are generally positive, with several Buy ratings and upbeat guidance, though consensus targets sit below the current price and insider selling plus high inventory and acquisition costs leave some investors cautious.
• Unitedhealth Group Inc. faces heavy share-price swings as Berkshire Hathaway’s full exit from its stake and regulatory pressure around Medicare have shaken confidence, even as technical signals still point to a Buy. Analysts at major banks keep a Moderate Buy stance with targets around current levels, while investors weigh short-term headwinds from membership cuts and higher medical costs against the company’s long-term scale and profitability in managed care.