Summary
SCHD nears title of biggest dividend ETF, but technical risks loom
The Schwab US Dividend ETF (SCHD) has continued its strong rally this year, reaching a record high of $35.30, up 27% from where it started the year. This rally has allowed the fund to outperform popular indices such as the Dow Jones, Nasdaq 100, and S&P 500.
4 Reasons Why SCHD May Be In A Trouble (Rating Downgrade)
The Schwab US Dividend Equity ETF outperformed expectations, rising 27% YTD, but caution is warranted going forward. SCHD's dividend growth has stagnated, with H1 year-over-year growth at just 0.08%, now trailing inflation. Fixed income now offers higher yields than SCHD, reducing its relative appeal for income-focused investors amid rising rates.
SCHD Is Up Nearly 30% and Its Yield Is Back Near 3% | Did Dividend Investors Miss the Easy Money?
SCHD just delivered a return most dividend investors spend a decade waiting for, and that success created a problem nobody predicted.
Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kevin Heal ARGUS INVESTORS' COUNSEL Inc. | 9,077 | $254,065.78 | $318,330.39 | $64,264.61 | 25.29% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 179,579 | $4.75M | $6.29M | $1.54M | 32.45% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 8,735 | $229,964.82 | $305,943.37 | $75,978.55 | 33.04% |
 Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 6,496 | $205,988 | $227,523.05 | $21,535.05 | 10.45% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 76,536 | $1.93M | $2.68M | $754,573.77 | 39.16% |
Schwab U.S. Dividend Equity ETF (SCHD) FAQ
What is the stock price today?
On which exchange is it traded?
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Does it pay dividends? What is the current yield?
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Has Schwab U.S. Dividend Equity ETF ever had a stock split?
Schwab U.S. Dividend Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates a mutual fund with a primary focus on investing in high dividend yielding stocks of U.S. companies that demonstrate a consistent record of paying dividends. These companies are selected based on their fundamental strength, which is assessed using various financial ratios. This strategic selection is aimed at ensuring the fund’s investments are directed towards stocks that not only offer high dividend yields but also possess a strong financial foundation compared to their peers. By doing so, the fund seeks to provide its investors with a potentially stable and rewarding investment option that capitalizes on the performance of dividend-paying stocks within the U.S. market.
Products and Services
- High Dividend Yield Stock Investments
The primary product offered by the fund is the investment in high dividend yielding stocks. These stocks are meticulously selected from the U.S. market, focusing on companies with a solid record of consistent dividend payments. This product is designed for investors looking for opportunities in dividend-generating stocks that have the potential for stable returns. The strategic selection process ensures that investments are made in fundamentally strong companies, thereby aiming to safeguard and potentially grow the investors’ capital through dividends and stock performance.
- Financial Ratio-Based Stock Selection
This service underscores the fund's approach to selecting stocks based on financial ratios. It reflects the fund's commitment to fundamental analysis, evaluating each potential investment's financial health against set benchmarks. This rigorous selection process is geared towards identifying companies that are not only paying high dividends but are also fundamentally strong and stable compared to their industry peers. It is a qualitative service that complements the investment product, offering investors peace of mind that their investments are selected through a thorough and disciplined evaluation process.
- Investment in Index-Included Stocks
The fund commits to investing at least 90% of its net assets in stocks included in the index designed to measure the performance of high dividend yielding U.S. stocks. This approach allows the fund to align with the index's performance, capitalizing on the collective strength of the selected dividend-yielding companies. It offers investors an opportunity to engage with a broad range of dividend-paying stocks while leveraging the fund’s expertise in identifying and investing in those deemed to have superior fundamental strength.
