Schwab US Dividend Equity ETF (SCHD)
| Assets | $76.57B |
| Expense Ratio | 0.06% |
| PE Ratio | 15.97 |
| Shares Out | 2.63B |
| Dividend (ttm) | $1.05 |
| Dividend Yield | 3.60% |
| Ex-Dividend Date | Dec 10, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | 57.42% |
| Volume | 19,241,666 |
| Open | 29.24 |
| Previous Close | 29.17 |
| Day's Range | 29.04 - 29.30 |
| 52-Week Low | 23.87 |
| 52-Week High | 29.30 |
| Beta | 0.75 |
| Holdings | 102 |
| 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
40.59% of assets| Name | Symbol | Weight |
|---|---|---|
| Lockheed Martin Corporation | LMT | 4.69% |
| Chevron Corporation | CVX | 4.15% |
| Bristol-Myers Squibb Company | BMY | 4.07% |
| Texas Instruments Incorporated | TXN | 4.04% |
| Merck & Co., Inc. | MRK | 4.03% |
| The Home Depot, Inc. | HD | 4.02% |
| ConocoPhillips | COP | 3.99% |
| Altria Group, Inc. | MO | 3.95% |
| The Coca-Cola Company | KO | 3.84% |
| Amgen Inc. | AMGN | 3.80% |
Dividend History
| 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 8.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.68%.
News
Two 12%+ Dividends Going From Bargains To Buys
Investors are currently adopting a more conservative stance, favoring high-quality value and durable income. However, this rotation coupled with lower interest rates echoes a bit 2022's system-wide yi...
DIVO's Tactical Income Approach Continues To Outperform VYM And SCHD
The Amplify CWP Enhanced Dividend Income ETF delivers a compelling blend of high-quality S&P 500 stocks and tactical covered call income generation. DIVO outperformed both risk-free assets and peer ET...
Schwab Earnings Showcase Dominant Growth & ETF Momentum
On Wednesday, January 21, Charles Schwab released its Q4 2025 earnings, along with its monthly activity report for December 2025. Schwab's latest release had plenty of crucial information to take in.
I'm Betting Big On These 8-10% Yields For Early Retirement
The biggest risk most early retirees completely underestimate. Why these yields look far safer than the market believes. The income strategy that changed how I view retirement planning.
SCHD: You'll Regret Dumping SCHD In 2026
Schwab U.S. Dividend Equity ETF (SCHD) offers high dividend growth and yield, outperforming over full market cycles despite recent underperformance. SCHD's methodology systematically selects stocks wi...
Here's How Not To Invest $100,000 In 2026
Retail investors repeatedly make avoidable mistakes that erode returns, especially in dividend investing. Before asking how to invest $100,000, let's look at how not to. Here are 5 blunders that you s...
3 Of The Best Dividend Growth Machines For Stress-Free Retirement Income
One of these picks pays you every single month. Another is built to withstand all sorts of economic environments. The last one is a strong inflation hedge with attractive long-term upside potential.
Exxon Mobil, Altria, and Other Defensive Dividend Stocks for a Rocky Market
The market has started to rotate into dividend players and other defensive plays.
The One Data Point That Changed My Dividend Growth Strategy
A long-held dividend investing assumption just quietly broke down. One overlooked sector is rewriting the rules on yield and growth. This shift completely changed how I allocate my capital.
SCHD Vs. SPY: Rotation To Value Is Gaining Momentum
Moreover, the rotation is gaining momentum, judging by the latest SCHD-SPY divergence in terms of price, valuation, and fund flow. SCHD's price recently started to outperform SPY by a sizable margin a...
SCHD: Modeling Expected Changes For The March 2026 Reconstitution
The Schwab U.S. Dividend Equity ETF (SCHD) receives a 'hold' rating ahead of its March 2026 Index reconstitution due to portfolio uncertainty. However, the forecasted changes are largely positive. I a...
My Ultimate Dividend ETF Combo For 5%+ Yield And 10%+ Annual Growth
A golden yield-and-growth combo is something most investors assume they'll rarely find. Defensive income machines keep quietly compounding at double-digit rates. This trio could change how you think a...
SCHD: Market Rotation Beneficiary, Dividend And Capital Appreciation Story Still Compelling
SCHD remains a great dividend Buy despite the recent uptrend, thanks to the diversified sector exposure and the richer yields/payout growth compared to the wider market. The top holdings, notably BMY ...
Dividend Investing Beyond Yield: Why DLN Fits SCHD's Philosophy With More Growth
WisdomTree U.S. LargeCap Dividend Fund ETF (DLN) offers a compelling alternative to SCHD for dividend investors seeking growth participation without sacrificing defensiveness. DLN's methodology favors...
If I Were Starting A Dividend Portfolio In 2026, Here's How I Would Invest
Dividend investing is increasingly vital amid higher rates and inflation, offering passive income and wealth compounding for retirement. Anchoring a portfolio with quality dividend ETFs like SCHD, FDV...
Retire With A Potential $5,000 Monthly Income And High Growth
The S&P 500 offers a meager 1.1% yield, along with a roller-coaster ride on a regular basis. Most retirees do not like the idea of raising income by selling shares. The article presents a diversified,...
SCHD: Is There Life After Broadcom?
SCHD remains a top choice for income-focused investors, despite recent underperformance after dropping Broadcom in its 2024 rebalance. SCHD's underperformance was driven by the loss of AVGO as well as...
If I Were To Retire Today, This Is The 6-ETF Portfolio I'd Own
I present a 6-ETF retirement portfolio targeting a 5.7% yield, balancing income, safety, and modest growth. SCHD anchors the portfolio at 35% for high-quality U.S. dividend growth, complemented by DIV...
My Top 10 Dividend Stocks For 2026: One Yields 10%+
I present my top 10 high-yield dividend-paying companies for 2026, emphasizing sustainable income, growth, and capital appreciation. Selections include AXA, Allianz, PepsiCo, Verizon, Nestlé, Realty I...
3 Defensive Dividend ETFs to Soften a Potential Downturn
Last year marked the third straight year of double-digit gains for the S&P 500. A fourth consecutive year is far from guaranteed.
SCHD ETF Alternative Strategy Aimed For Higher Total Return
My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...
Here's why the SCHD ETF stock may jump to $30 soon
The Schwab US Dividend Equity (SCHD) stock price staged a bullish breakout above a key resistance level as American equities accelerated. SCHD jumped to a high of $28.10, its highest level since Novem...
FVD: Why DGRO And SCHD Are Better Long-Term Dividend Bets
First Trust Value Line® Dividend Index Fund ETF is currently comprised of 236 above-average dividend-paying securities with either a #1 or #2 ranking using Value Line's proprietary Safety Ranking Syst...
SCHD: An Outperformance Candidate For 2026
The Schwab U.S. Dividend Equity ETF stands out for 2026, offering high yield and robust dividend growth potential as rates decline. I expect SCHD to rebalance, reducing financials and energy exposure ...
A Near-Perfect Passive Income Portfolio To Sleep Well In Retirement
Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an advantage. A single portfolio shift could dramatically reduce retirement str...
I've Never Been More Bullish On This Overlooked De-Dollarization Market Shift
A massive global de-dollarization shift is quietly accelerating beneath the surface. Asset prices are sending a message most investors haven't noticed. I share how my portfolio is changing in response...
Buying SCHD Is An Awful Way To Start The New Year
Schwab U.S. Dividend Equity ETF (SCHD) is reaffirmed as a 'sell' due to persistent underperformance versus major indices. SCHD's 3.79% yield and portfolio concentration in large, stable dividend payer...
The One Retirement Risk Too Few Care About, And How Dividends Fix It
The most dangerous retirement risk has nothing to do with total returns. This income blueprint prioritizes cash flow when it matters most. I share some of my top retirment income picks.
If I Could Retire With Only 3 Dividend Growth Investments
The real goal of dividends in retirement isn't what most investors think. I discuss 3 investments that combine nicely to form a powerful dividend growth machine for retirement. I also discuss the bigg...
SCHD: Coming Redemption Year; 2026 Could Favor Dividend Discipline
The Schwab U.S. Dividend Equity ETF remains a Buy, offering defensive positioning amid high S&P 500 valuations and potential growth-to-value rotation in 2026. SCHD's 20% energy sector exposure, includ...
SCHD's Dividend Growth Formula Is Broken (For Now)
Schwab U.S. Dividend Equity ETF's dividend growth has been rather disappointing lately. Recent reconstitutions have purged SCHD of outperformers and increased exposure to underperforming sectors. Is t...
SCHD: Far Cheaper Than The U.S. Market
SCHD is one of the most popular dividend funds in the world. It does not have a particularly high yield, but it does have many quality dividend growers in its portfolio. It also trades at relatively l...
The Fab 5: Todd Rosenbluth's Top ETF Stories of 2025
With a record-breaking year for ETFs nearly complete, it is insightful to review the topics that most resonated with the investment community. I have periodically looked at monthly sentiment for widel...
A Golden Buying Opportunity Few Investors Have Noticed Yet
The market looks very overvalued today. However, there is a corner of it that appears largely overlooked. I detail why I am pouring a large percentage of my portfolio into this golden buying opportuni...
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...