Schwab US Dividend Equity ETF (SCHD)
| Assets | $71.93B |
| Expense Ratio | 0.06% |
| PE Ratio | 15.45 |
| Shares Out | 2.61B |
| Dividend (ttm) | $1.05 |
| Dividend Yield | 3.79% |
| Ex-Dividend Date | Dec 10, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | 58.52% |
| Volume | 9,029,280 |
| Open | 27.56 |
| Previous Close | 27.54 |
| Day's Range | 27.54 - 27.67 |
| 52-Week Low | 23.87 |
| 52-Week High | 28.85 |
| Beta | 0.75 |
| Holdings | 103 |
| Inception Date | Oct 20, 2011 |
About SCHD
Fund Home PageThe Schwab US Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is issued by Charles Schwab.
Top 10 Holdings
40.22% of assets| Name | Symbol | Weight |
|---|---|---|
| Bristol-Myers Squibb Company | BMY | 4.25% |
| Merck & Co., Inc. | MRK | 4.10% |
| ConocoPhillips | COP | 4.03% |
| Lockheed Martin Corporation | LMT | 4.03% |
| Altria Group, Inc. | MO | 4.01% |
| Cisco Systems, Inc. | CSCO | 4.01% |
| AbbVie Inc. | ABBV | 3.97% |
| Chevron Corporation | CVX | 3.96% |
| The Coca-Cola Company | KO | 3.94% |
| Verizon Communications Inc. | VZ | 3.92% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 10, 2025 | $0.2782 | Dec 15, 2025 |
| Sep 24, 2025 | $0.2604 | Sep 29, 2025 |
| Jun 25, 2025 | $0.2602 | Jun 30, 2025 |
| Mar 26, 2025 | $0.2488 | Mar 31, 2025 |
| Dec 11, 2024 | $0.2645 | Dec 16, 2024 |
| Sep 25, 2024 | $0.2515 | Sep 30, 2024 |
Performance
SCHD had a total return of 5.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.34%.
News
SCHD: Far Cheaper Than The U.S. Market
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Dividend Stocks Worth Betting On For The 2026 Income Supercycle
Value and income equities, exemplified by SCHD, are showing early signs of a market rotation after years of underperformance vs. the S&P 500. REITs currently trade at a significant discount to the S&P...
My Ultimate Low-Stress Retirement Portfolio For Reliable Income
A shockingly simple portfolio that could cover retirement expenses. Why chasing yields might be sabotaging your future. The hidden trade-offs most retirees never consider.
SCHD Over SDY: Fundamental Quality Beats Dividend Aristocracy
I rate Schwab U.S. Dividend Equity ETF (SCHD) a buy and State Street® SPDR® S&P® Dividend ETF (SDY) a hold, favoring SCHD's quality-driven strategy. SCHD offers higher dividend yield (3.80%), lower P/...
Near-Perfect Dividend Growers The Market Still Doesn't Appreciate
This article digs into rare yield-and-growth combos the market is brushing off. They have balance sheets built to thrive when others struggle. We explain why recent weakness could be providing investo...
An Important Warning: Popular Income Stocks Are Getting Risky Here
Leading blue-chip dividend growth stocks appear to be untouchable, until you zoom out and see what's changed. A small shift in the macro could turn today's favorites into tomorrow's regrets. I detail ...
SCHD: Tired Of AI? I Want Cash In 2026
Schwab U.S. Dividend Equity ETF (SCHD) offers a compelling alternative as the AI trade becomes crowded and valuations reflect high expectations. SCHD targets profitable, shareholder-friendly companies...
SCHD: This ETF Stinks
Schwab U.S. Dividend Equity ETF (SCHD) receives a lot of flack, with constant assertions of underperformance and better alternatives. SCHD underperforms broad indices recently, primarily due to AI-dri...
2 High-Yielding And Retirement-Safe REITs For Alpha In 2026
The broader REIT sector have underperformed despite multiple Fed rate cuts since 2024. 2026 seems to be as choppy as this year, unless the long-term yields do not come down, which I see as a low proba...
Why SCHD Is A Great Alternative To The S&P 500
Schwab U.S. Dividend Equity ETF offers a compelling alternative to the S&P 500, emphasizing income, value, and broad sector diversification. SCHD delivers a 3.8% dividend yield, a 10.6% 10-year divide...
SCHD: Dividend Yield Disadvantage
Schwab U.S. Dividend Equity ETF (SCHD) remains rated 'Sell' due to unattractive risk-reward versus Treasuries and sector headwinds. SCHD's 3.8% forward yield is less compelling with the Fed projecting...
SCHD: The Big Difference Between Dividend Growth And Covered Call ETFs (Rating Upgrade)
I am bullish on Schwab U.S. Dividend Equity ETF (SCHD) for its robust 9.15% dividend growth and compounding potential. SCHD's disciplined portfolio construction, sector caps, and focus on companies wi...
Diversifying Dividends: Sketching Out My Battle Plan For 2026
I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, sug...
Buy And Hold Portfolio For Next 10 Years: Potential $5,500 Monthly Income
This article presents a diversified, fund-based portfolio targeting market-matching growth and a 6%+ income yield, with lower tech exposure than the S&P 500. The model portfolio, comprising 5 ETFs and...
Avoid The High-Yield Fund Trap: My Blueprint For High Yield And High Returns
Retiring on passive income from dividends is a great way to reduce sequence of returns risk. Many investors generate this income from a basket of high-yield CEFs and ETFs. However, this strategy comes...
5 Dividend ETFs That Are Crushing the S&P 500
The fact that the rally in stocks has been led by growth-oriented tech shares has made it hard for dividend funds to keep pace.
The Dividend Growth Trifecta: Hunting For Quality, Yield, And Growth
The Dividend Growth Trifecta—quality, yield, and growth—remains my core focus for portfolio construction in an expensive market. Industry leaders like Ares Management Corporation and Blackstone Inc. o...
SCHD ETF continues to disappoint: buy SPYI instead?
The blue-chip Schwab US Dividend Equity ETF (SCHD) has had a tough year as investors dumped value stocks for high-flying technology companies like Nvidia, Palantir, and Micron. The SCHD ETF has had a...
SCHD ETF Alternative Strategy Aimed For Higher Total Return
My 4-Factor Dividend Growth Portfolio, launched in November 2022, consistently outperforms SCHD, with a 14.78% annualized return versus SCHD's 7.34%. The strategy selects 20 stocks annually using free...
SCHD ETF: 2025 Reconstitution Impact And 2026 Outlook
Following the 2025 reconstitution, Schwab U.S. Dividend Equity ETF (SCHD) now has its largest sector exposure in Energy at 19.3%. Heavy energy weighting has dragged SCHD's performance YTD and may cont...
Retiring On Dividends: SCHD Vs. Covered Call ETFs
The Schwab U.S. Dividend Equity ETF (SCHD) is a very popular vehicle for retiring on dividends. However, many investors are increasingly ditching SCHD for covered call ETFs like JEPI, JEPQ, QQQI, SPYI...
SCHD: What If AI Capex Returns Disappoint?
Schwab U.S. Dividend Equity ETF remains a Strong Buy, offering defensive exposure amid peak AI optimism and muted tech stock reactions. SCHD's portfolio emphasizes dividend yield and growth, with defe...
SCHD: Tops Dividend Competitors On Value, Yield, And Sustainability
Schwab U.S. Dividend Equity ETF is a buy, offering superior dividend growth, sustainability, and value versus peers VYM and DGRO. SCHD's top holdings, including Merck and Amgen, combine strong profita...
The Dark Side Of High-Yield CEFs And Covered Call ETFs
High-yield CEFs and covered call ETFs lure in investors with juicy yields. However, there are several hidden dangers lurking beneath the surface of many of these funds. There is a better way to genera...
Buy The Dip: Giving Thanks For These Dirt Cheap Black Friday Bargains
I share two dirt-cheap high-quality dividend growth stocks with yields up to 9%. Strong dividends, buybacks, and deep discounts combine for a rare risk-reward setup. I detail why this Thanksgiving, I ...
Building A $100,000 Dividend Portfolio: Maximizing SCHD's Income With November's Top High-Yield Stocks
This article presents a diversified $100,000 high-yield dividend portfolio for November 2025, blending income, dividend growth, and reduced volatility. The portfolio features individual stocks like Ma...
SCHD: Why Dividends Are 'Real'
Dividends are “real” because they reduce book value, not earnings, preserving valuation anchored to P/E multiples. Ex-dividend price drops make stocks temporarily cheaper, improving fundamentals for d...
SDOG: Look At SCHD Instead
ALPS Sector Dividend Dogs ETF continues to underperform the S&P 500 and leading dividend ETFs, despite good value metrics and sector balance. SDOG suffers from higher volatility, deeper drawdowns, and...
SCHD: Stop Calling It A Value Fund; It's A Quality Momentum Strategy
Schwab U.S. Dividend Equity ETF is a rules-based, quantitative strategy focused on high-quality, dividend-paying companies with accelerating fundamentals. SCHD's recent underperformance is due to disc...
Resist AI FOMO And Stick With Your Long-Term Plan
AI stocks are getting a lot of hype right now. But history shows that revolutionary technologies almost always become overvalued and overinvested, leading to eventual corrections. Disciplined, long-te...
Why VYM Is Not A Good Alternative To SCHD
With T-Bills at ~3.65% and talk of future rate cuts, dividend-paying US equities offering 2–7% yield open a critical opportunity for income-focused investors. VYM provides broad exposure to high-yield...
It's Best Time In 10 Years To Lock In Income: Our Picks
Investors can now access 4–7% from top-quality REITs, 3.5%+ from dividend ETFs, and 6%+ from midstream infrastructure — without taking on excessive risk. While the S&P 500 is up ~110% since 2020, 70–8...
TBG: This Dividend Growth ETF Beats SCHD
TBG Dividend Focus ETF and Schwab US Dividend Equity ETF both target quality, moderate-yield, dividend growth stocks, but differ in management style. TBG's active management allows flexibility and has...
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These dividend stocks are good bets for risk-averse investors — even during a bear market
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SCHD: Balancing My AI Bets
Schwab U.S. Dividend Equity ETF™ (SCHD) remains a 'Strong Buy' for its defensive sector focus, solid dividend yield, and dividend growth. SCHD offers superior defensive exposure and risk-adjusted retu...
One Of The Huge Mistakes Dividend Investors Are Making Right Now
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The Best REIT, BDC, And MLP To Retire On
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SCHD: Fatigued From Big Tech's Volatility? Switch Your Bets To Here
Schwab U.S. Dividend Equity ETF (SCHD) remains a compelling option for portfolio diversification amid AI-driven market concentration and Magnificent Seven dominance. SCHD's largest sector exposures—en...
I'd avoid SCHD ETF and buy these dividend funds instead
The Schwab US Dividend ETF (SCHD) has underperformed the market this year. Its total return this year was 2.34%, much lower than the performance of the S&P 500 and Nasdaq 100 indices.
Avoid These 3 Dividend Traps Before They Wreck Your Retirement Income
Retiring on dividends requires balancing attractive yields with safety and growth to ensure sustainable, inflation-beating income over time. Many investors are shooting themselves in the foot with the...
My Biggest Passive Income Milestone Yet
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SCHD ETF Alternative Strategy, CAGR Stands At 15.16% After 3 Years
The 4-Factor Dividend Growth Portfolio, an alternative to SCHD, was rebalanced for fiscal year 4 with 11 new stocks and 11 removals. The portfolio's forward dividend yield dropped to 1.57% after rebal...
Dividend ETF Analysis: A Deep Dive Into SCHD And 9 Other Popular Choices
This dividend ETF review looks at the ten largest dividend funds by assets under management: VIG, SCHD, VYM, DGRO, CGDV, DVY, SDY, RDVY, DGRW, and HDV. This article clearly highlights the strengths an...
If I Could Only Buy 2 High-Yield Funds, It Would Be These
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A Whirlwind Tour Through Major REIT Earnings Reports (And My Buy List)
AI-driven tech stocks dominate 2025 returns, leaving dividend and high-yield ETFs lagging due to limited AI exposure. REITs face mixed fortunes: ARE and DOC struggle with life science oversupply, whil...
Here's why SCHD ETF is lagging and why it may rebound soon
The Schwab US Dividend Equity (SCHD) ETF remained in a tight range this week as it continued to underperform other tech-heavy indices like the S&P 500 and Nasdaq 100. This article highlights whether t...
