SCHD Schwab U.S. Dividend Equity ETF
What is SCHD?
SCHD 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. The objective is to focus on quality companies with sustainable dividends. As such, this approach gives the fund a modest large cap tilt and excludes REITs entirely. Individual securities are capped at 4% and sectors capped at 25% of the portfolio. Its overall composition is reviewed annually, while the portfolio is rebalanced quarterly.
SCHD Summary Data
SCHD Portfolio Data
SCHD Index Data
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 Benchmark Comparison Summary
SCHD Benchmark Comparison Market Cap Size