Schwab US Dividend Equity ETF
SCHD
Market cap $20.6B

28.22 USD

+0.23

0.82%

At close Jan 21, 4:00 PM EST

After hours

28.21

-0.01

0.04%

1 day

0.82%

5 days

2.96%

1 month

3.11%

3 months

-0.88%

6 months

4.29%

Year to date

3.52%

1 year

10.06%

5 years

43.54%

10 years

111.70%

0

Funds holding %

of 6,823 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

169% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 59

70% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

64% more repeat investments, than reductions

Existing positions increased: 795 | Existing positions reduced: 486

5% more funds holding in top 10

Funds holding in top 10: 221 [Q2] → 233 (+12) [Q3]

5% more funds holding

Funds holding: 1,528 [Q2] → 1,598 (+70) [Q3]

4% more capital invested

Capital invested by funds: $21.1B [Q2] → $22B (+$909M) [Q3]

1.05% less ownership

Funds ownership: 39.07% [Q2] → 38.02% (-1.05%) [Q3]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for SCHD.

See Analyst Rankings

Financial journalist opinion

Based on 49 articles about SCHD published over the past 30 days

24/7 Wall Street

JEPI vs SCHD: Which Income-Focused ETF Is the Better Buy?

Passive income-focused exchange-traded funds (ETFs) can be a cheap and simple way to give yourself a nice dividend raise of sorts.

JEPI vs SCHD: Which Income-Focused ETF Is the Better Buy?

5 Big Dividend Growth Blue-Chips For A Rich Retirement

Retiring with dividends is best done with a diversified portfolio of blue-chip dividend growth stocks to ensure stable and growing passive income. I discuss a simple method for building such a portfolio. I also discuss 5 of some of the best big dividend growth blue-chips around for retirees.

5 Big Dividend Growth Blue-Chips For A Rich Retirement

Best all-weather SCHD ETF stocks to buy and hold in 2025

The Schwab US Dividend Equity (SCHD) ETF has done well in the past decade as it became one of the biggest dividend and sleep-well-at-night (SWAN) funds. It has soared by over 400% since its inception in 2012 and generated more total returns than other funds.

Best all-weather SCHD ETF stocks to buy and hold in 2025

2 Reasons Why I'm Buying SCHD Over S&P 500

The S&P 500 is overvalued and concentrated. SCHD offers a favorable alternative with a 3.55% dividend yield, focusing on value stocks and dividend growers, which are better suited for the current high-yield environment. Value stocks in SCHD are historically cheap relative to growth stocks, making them attractive, especially given the current interest rate landscape.

2 Reasons Why I'm Buying SCHD Over S&P 500

7 Stocks I'm Buying Amid This Goldilocks (For Now) Economy

There is an often overlooked difference between income investing and dividend growth investing. The two are not the same. Timely charts showing that inflation is even more subdued than the official CPI metrics show, but also what threatens to disrupt the disinflationary trend. A discussion of three books dividend growth investors would benefit from reading. Only one is specifically about dividend growth investing.

7 Stocks I'm Buying Amid This Goldilocks (For Now) Economy

The Motley Fool

3 High-Yield Dividend ETFs to Buy to Generate Passive Income

Exchange-traded funds (ETFs) are great options for those seeking to generate passive income. Many of these funds hold a portfolio of income-generating investments.

3 High-Yield Dividend ETFs to Buy to Generate Passive Income

SCHD: A Great Way To Miss Out On Wealth Accumulation

I strongly advise against investing in the Schwab U.S. Dividend Equity ETF due to its consistent underperformance compared to broader market indices. Despite its focus on high dividend-yielding, financially sturdy stocks, SCHD's returns have lagged behind the S&P 500, NASDAQ, and Dow Jones Industrial Average. Alternative portfolios, including individual high-yield stocks like AT&T and Truist Financial, offer better returns and higher yields than SCHD.

SCHD: A Great Way To Miss Out On Wealth Accumulation

SCHD Vs. VYM: This Chart Shows It's Time To Buy SCHD

The higher-for-longer rate scenario has pressured the valuation of dividend stocks due to their bond-proxy flavor. However, the pressure is not felt evenly between SCHD and VYM. SCHD's yield spread over VYM is at a decade high, signaling an undervaluation and prompting an upgrade to Buy for SCHD.

SCHD Vs. VYM: This Chart Shows It's Time To Buy SCHD

Why Infrastructure Is The Ultimate Play In Your Income Portfolio Now

Many income-production asset classes provide subpar offerings. It is either high yield or high growth and rarely something in the middle. I share why infrastructure could be a solution to fill this gap.

Why Infrastructure Is The Ultimate Play In Your Income Portfolio Now

Why BDCs Will Likely Outperform In 2025

The BDC sector had a lackluster H2 of 2024 after being on a strong run from 2022 to mid 2024. However, recently there has been some great news for BDCs to start 2025. We share our approach to BDCs right now.

Why BDCs Will Likely Outperform In 2025

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