SCHD Alternative Strategy: Outperforming The S&P 500 And SCHD In 2025
My 4-Factor Dividend Growth Strategy, launched in November 2022, customizes SCHD's stock selection for a more growth-oriented investment style. Despite a -4.12% decline in April, the portfolio's long-term CAGR remains strong at 14.42%, outperforming SCHD but trailing the S&P 500. The portfolio's forward dividend yield increased to 2.30%, with April 2025 dividend income 136.88% higher than April 2024.
SCHD: 2025 Annual Reconstitution Turned Out To Be Ill-Timed
I previously rated Schwab U.S. Dividend Equity ETF™ as a strong buy due to its resilience during downturns, but recent reconstitution and tariff changes have prompted a downgrade to buy. SCHD's 2025 reconstitution increased exposure to energy and consumer staples. These sectors are most likely to be negatively impacted by the new tariffs in the near term, say the next 1 year or so.
SCHD Gains Momentum, But Is It Worth Buying?
Dividend ETF SCHD has seen a surge in interest post-Liberation Day, with $1.19B in net inflows, nearly double that of VIG. Key attractions include a low expense ratio, diversified holdings, and a strategy focused on consistent dividend payers.
2 Top SCHD Stocks To Buy Now And 2 To Sell
Two powerhouse dividend growers set to soar from long-term macro trends. Two once-reliable dividend giants now facing shrinking growth and mounting risks. How targeting yield and growth can crush passive index investing over the long term.
Got $1,000 to Invest? Buying This Simple ETF Could Turn It Into a More Than $40 Annual Stream of Passive Income.
Investing in the stock market can seem like a daunting task. There are so many options available.
SCHD: A Good Pick For Investors Choosing Income Investing Over Growth
Income investing versus growth investing is a hotly debated topic. Neither is necessarily better outright, and it's about considering how your investing strategy fits in with your lifestyle. A dual-prong income approach can help you live with an income safety net while growing your income over the long term. Schwab U.S. Dividend Equity ETF is one of the best core holdings for this strategy due to its persistent dividend growth and share price appreciation.
SCHD: Solid Yield And Continuing To Generate Additional Cash Flow With Options
Schwab U.S. Dividend Equity ETF is a popular dividend-focused ETF, delivering a solid and growing yield, ideal for income-focused investors. We've been writing options to generate additional cash flow, nearly every single month, to complement our long SCHD position. More recently, SCHD's annual reconstitution shifted sector allocations, with financials now the largest sector, but several of the top holdings remain the same, well-rounded, solid dividend payers.
1 No-Brainer High-Yield Index Fund to Buy Right Now for Less Than $100
Geopolitical issues have riled the markets, which is actually a pretty common thing on Wall Street. However, that doesn't make it any easier to live through the volatility.
If You Like Schwab's SCHD, You Can't Miss These Stocks With Even Higher Yields
The Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) has a reputation for being the go-to choice for income-focused investors who want both quality and yield.
1 Top Dividend ETF to Buy Without Hesitation Even if the Market Continues Sinking
The stock market has slumped this year. The S&P 500 is down about 10% from the beginning of the year over concerns that tariffs could cause a recession.
Addressing SCHD's Collapse, Your Approach Needs To Change
The Schwab U.S. Dividend Equity ETF™ can offer conservative long-term growth and stable, along with growing dividends. Market selloff demands you change your approach, with tariffs and potential deals with the EU and China could trigger a significant market reaction. A diversified portfolio of dividend-paying equities could outperform in the tumult, and relative to single-stocks, unless you are an active trader, shifting the approach is needed.
SCHD: The Perfect Investment To Buy On The Drop
Schwab U.S. Dividend Equity ETF is an attractive income investment, with a yield exceeding 4%. Recent annual reconstitution resulted in higher energy sector exposure, boosting the ETF's dividend yield. Trading at a slight premium to NAV, SCHD is a top buy on the drop, due to solid 10-year NAV returns and good diversification.
