SCHD's Index reconstituted after the close of business on Friday. Energy exposure will drop by about 8% on Monday, with the offsets mostly in Health Care (+4%) and Technology (+3%). Key additions include UNH, ABT, PG, QCOM, and ACN, while the Index deleted CSCO, ABBV, VLO, HAL, and CF. This article lists all 25 additions and 22 deletions in order. Fundamentally, there were some small improvements, but nothing major. SCHD's trailing P/E and 3Y EPS CAGR improved, its quality features were similar, and its 3.60% Index Yield was unchanged.
YieldMax DDDD ETF ( NYSEARCA:DDDD ), launched on March 11, 2026, owns SCHD and writes options on its holdings to double the yield.
The Schwab US Dividend Equity ETF (SCHD) has slumped to its lowest level since February 4 this year. SCHD has dropped by 4.40% from its highest point this year, and this trend may continue falling before rebounding.
The Schwab US Dividend Equity ETF (NYSEARCA:SCHD ) is performing well again, but the rationale for not holding all your eggs in one basket still rings true.
Schwab U.S. Dividend Equity ETF ( NYSEARCA:SCHD ) costs $6 a year on a $10,000 investment, holds 100 dividend stocks, and currently yields 3.39%.
The growth style of investing was one of the most successful themes from 2023-2025. That has changed this year.
Tech and growth ETFs are constantly changing, and it's hard to keep up with them.
The Schwab U.S. Dividend Equity ETF represents 101 high-quality dividend stocks under a single ticker symbol. Unlike many stock-market ETFs, it has limited exposure to technology stocks.
FDVV carries a higher expense ratio but has delivered stronger 1-year and 5-year total returns than SCHD SCHD offers a higher dividend yield at 3.4% and more defensive sector exposure, with Consumer Defensive at 19% FDVV tilts toward technology and financials while SCHD leans into energy and consumer defensive stocks
The Schwab U.S.
Macro and geopolitical worries are rising, and even a “safe haven” like gold has not been spared from the wave of recent choppiness.
I'm upgrading SCHD due to its advantageous exposure to energy, defense, and consumer staples amid the Middle East conflict. SCHD holds 22% in energy and 68% in sectors resilient to oil shocks, positioning it to benefit from elevated oil prices and market volatility. The fund's low beta (0.62) and reasonable valuation (22.5x P/E) make SCHD attractive for downside protection during heightened geopolitical risk.