SCHDSchwab U.S. Dividend Equity ETF
SCHD Fund Description
The Schwab U.S. Dividend Equity ETF tracks a market-cap-weighted index of 100 dividend-paying US equities.
SCHD Factset Analytics Insight
SCHD is a market-cap-weighted fund whose selection universe only includes firms with a 10-year history of paying dividends. Within that universe, SCHD uses fundamental screens (cash-flow to debt ratio, ROE, dividend yield, and dividend growth rate) to build its portfolio. This approach gives the fund a modest large cap tilt, and creates sector biases toward industrials and consumer stocks and away from financials, while it excludes REITs entirely. Its overall composition is reviewed annually, while the portfolio is rebalanced quarterly. Portfolio yield is lower than our benchmark. SCHD trades well, with strong underlying liquidity and low creation costs. It's also easy to hold, with one of the lowest fees in its segment and good tracking.
SCHD MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the Schwab U.S. Dividend Equity ETF MSCI ESG Fund Quality Score is 5.85 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SCHD ranks in the 91st percentile within its peer group and in the 65th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SCHD CHARTS AND PERFORMANCE
SCHD Top 10 Countries
SCHD Top 10 Sectors
SCHD Top 10 Holdings [View All]
SCHD Portfolio Management
SCHD Tax Exposures
SCHD Fund Structure
SCHD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHD. SCHD is rated a 5 out of 5.
SCHD Sector/Industry Breakdown
SCHD TOP 10 HOLDINGS[View All]
SCHD Economic Development
SCHD Performance Statistics
SCHD MSCI ESG Ratings
SCHD BENCHMARK COMPARISON SUMMARY
SCHD BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.