Schwab US Dividend Equity ETF Sees Strong Weekly Inflows

Schwab US Dividend Equity ETF ( $SCHD ) has risen by 1.40% in the past week. It has experienced a 5-day net inflow of $157.05 million.
This is due, in part, to market sentiment on some of the ETF’s largest holdings. For example:

• Lockheed Martin stayed in focus as UBS reaffirmed a Hold rating with a $580 price target, leaving the stock trading just below that level and slightly above the Street’s average target, which still implies a small downside. The defense contractor is also a key holding in the surging Global X Defense Tech ETF, which has rallied on expectations of sharply higher global military spending following the U.S. operation in Venezuela and rising tensions in the Arctic. For investors, Lockheed sits at the crossroads of stable, mature valuation and a potentially powerful demand cycle for advanced defense technology, suggesting more of a “core holding” profile than a high‑beta bet at current prices.
• Bristol-Myers Squibb Company reported that a key early‑stage liver cancer trial has been completed, signaling progress in one of oncology’s fastest‑growing markets. The Phase 1/2 study tests a novel “triplet” regimen that adds relatlimab to the existing nivolumab plus bevacizumab combo, with the aim of boosting immune response against advanced hepatocellular carcinoma while maintaining manageable safety. While results are not yet public, completion of the trial reduces development risk and keeps this program firmly in BMY’s pipeline; any positive data or commentary on upcoming earnings calls could give the stock fresh catalysts as the company battles rivals such as Roche and Merck for share in liver cancer.
• Chevron drew strong investor interest after multiple developments that could reshape its growth profile. On the analyst side, Barclays reiterated a Hold even as the shares trade near 52‑week highs, while the broader Street still rates the stock a Strong Buy with mid‑single‑digit upside based on consensus targets. Strategically, Chevron is poised to benefit from an expected expansion of its U.S. license in Venezuela, which could unlock higher production and exports from one of the world’s largest oil reserves, and it is leading a bid for $22 billion of Lukoil’s global assets spread across key fields, refineries, and fuel stations. These moves highlight Chevron’s willingness to take calculated geopolitical and regulatory risk to secure long‑term supply and refining capacity, positioning the company as a favored play among major oil stocks if approvals fall into place.