SCHYSchwab International Dividend Equity ETF
SCHY Fund Description
SCHY tracks a modified market-cap-weighted index of 100 high-dividend-yielding stocks located outside of the US. Stocks are selected based on additional fundamental criteria and low volatility.
SCHY Factset Analytics Insight
SCHY is passively managed to screen the large- and midcap stock universe, outside of the US, for high-dividend-yielding stocks. Eligible stocks must have a record of consistently paying dividends for at least 10 consecutive years. Such companies are then ranked based on a composite score that measures cash flow to total debt, return on equity, indicated dividend yield and 5-year dividend growth rate. A volatility screen is then applied to the 400 highest ranked stocks, selecting the top 100 stocks for inclusion in the index. Caps are placed on individual holdings at 4%, sector exposures at 15%, and emerging market exposure at 15%. The index is reconstituted annually and rebalanced quarterly.
SCHY MSCI ESG Analytics Insight
Schwab International Dividend Equity ETF has an MSCI ESG Fund Rating of AAA based on a score of 8.68 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 International Dividend Equity ETF ranks in the 87th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
SCHY 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.
SCHY Summary Data
SCHY Portfolio Data
SCHY Index Data
SCHY Portfolio Management
SCHY Tax Exposures
SCHY Fund Structure
SCHY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SCHY. SCHY is rated a 5 out of 5.
SCHY Sector/Industry Breakdown
SCHY Top 10 Holdings[View All]
SCHY Economic Development
SCHY Performance Statistics
SCHY MSCI ESG Ratings
SCHY Benchmark Comparison Summary
SCHY 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.