Entities

Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Nickname
SCHD
Link
Industry
Founding Date
2011

Schwab U.S. Dividend Equity ETF offers exposure to dividend-paying U.S. equities and targets higher-yielding stocks while anchoring on quality. The Fund fully replicates the Dow Jones U.S. Dividend 100 Index, designed to measure the stock performance of high dividend yielding U.S. companies with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. SCHD is a straightforward, low-cost fund offering potential tax-efficiency that can be useful for enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.

  • SCHD’s focused approach can complement a diversified portfolio.

  • It tracks an index focused on the quality and sustainability of dividends.

  • The methodology also considers multiple metrics, including dividend growth and dividend yield, resulting in a portfolio that should offer a substantial upgrade in payout compared to the broader market.


SCHD TOP 10 HOLDINGS

  • Home Depot, Inc. HD         4.53

  • Texas Instruments Inc. TXN         4.35

  • Broadcom Inc AVGO         4.18

  • AMGEN Inc. AMGN         4.09

  • Cisco Systems, Inc. CSCO         4.07

  • PepsiCo Inc PEP                 4.03

  • International Business Machines Corp. IBM 4.01

  • Pfizer Inc. PFE         3.95

  • Coca-Cola Co KO                 3.90

  • Blackrock Inc. BLK                 3.86

As of 04/09/21


SCHD SECTOR ALLOCATION

  • Basic Materials 2.1%

  • Communication Services 4.76%

  • Consumer Cyclical         8.75%

  • Consumer Defensive 14.37%

  • Energy         1.74%

  • Financial Services         21.43%

  • Healthcare         11.95%

  • Industrials         18.24%

  • Real Estate         0%

  • Technology         16.66%

  • Utilities         0%

As of 04/09/21