SCHDSchwab U.S. Dividend Equity ETF
SCHD Fund Description
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 MSCI ESG Analytics Insight
Schwab U.S. Dividend Equity ETF has an MSCI ESG Fund Rating of AA based on a score of 7.31 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Schwab U.S. Dividend Equity ETF ranks in the 80th percentile within its peer group and in the 89th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 Economic Development
SCHD Performance Statistics
SCHD MSCI ESG Ratings
SCHD Benchmark Comparison Summary
SCHD Benchmark Comparison Market Cap Size