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Schwab US Dividend Equity ETF™ SCHD

Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHD

Will SCHD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A topnotch dividend strategy earns an upgrade.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Schwab U.S. Dividend Equity ETF SCHD has proved that it can translate its sensible, risk-conscious approach into better risk-adjusted performance than the Russell 1000 Value Index. It merits a Morningstar Analyst Rating upgrade to Gold from Silver.

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Portfolio Holdings SCHD

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.19
2,413,623,747
Technology
4.29
1,996,148,150
Consumer Defensive
4.21
1,960,077,835
Consumer Cyclical
4.15
1,933,354,028
Healthcare
4.13
1,919,635,150
Technology
4.10
1,908,028,321
Consumer Defensive
3.99
1,854,645,838
Technology
3.98
1,853,944,853
Energy
3.97
1,848,882,455
Healthcare
3.85
1,791,420,163
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