ETF of the Week: Schwab US Dividend Equity ETF (SCHD)
VettaFi's Head of Research Todd Rosenbluth discussed the Schwab US Dividend Equity ETF (SCHD) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit ETF Trends.
SCHD: Beating The Market At 3x The Yield
The Schwab U.S. Equity Dividend ETF (SCHD) has outperformed the S&P 500 year-to-date, delivering a 14.5% total return versus 4.8% for the index. SCHD's outperformance has been driven by strong energy sector exposure, attractive valuation metrics, and a high dividend yield of 3.44%. With an 18 P/E ratio, a 3.66 P/B ratio, and a 27% ROE, SCHD offers compelling value compared to the pricey S&P 500.
SCHD: 3 Reasons Why I'm Buying More Right Now
Schwab U.S. Dividend Equity ETF is a buy, driven by catalysts in top holdings supporting capital appreciation and dividend growth. SCHD offers a compelling blend of a 3.38% yield, 8.68% 5-year dividend CAGR, and a low 0.06% expense ratio, outpacing peers on valuation. Key holdings—TXN, UNH, and CVX—are positioned for growth via sectoral demand, policy tailwinds, and free cash flow expansion.
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Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?
The Schwab U.S. Dividend Equity ETF (SCHD) was launched on October 20, 2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.
SCHD: Why I'm Choosing The S&P 500 Over This Dividend Favorite
The Schwab US Dividend Equity ETF (SCHD) offers strong diversification, a low 0.06% expense ratio, and a 3.4% yield with 14 years of dividend growth. SCHD's methodology hedges against concentration risk in tech-heavy indexes, emphasizing mature, cash-generative companies across underrepresented sectors. Despite its long-term merits, I rate SCHD a 'solid hold' due to current opportunity cost versus higher-growth, attractively valued S&P 500 and Nasdaq constituents.
Top 3 catalysts for the SCHD ETF stock this week
The Schwab US Dividend Equity ETF (SCHD) has done well this year as it jumped by 12% and reached a record high. It was trading at $31 on Monday, a few points below the record high of $31.6.
SCHD's Quiet Rebuild Could Be Perfectly Timed For 2026
Schwab U.S. Dividend Equity ETF underwent a significant reconstitution, shifting sector allocations and positioning for potential outperformance in 2026. SCHD now overweights energy (16%), consumer defensive (19%), and healthcare, while underweighting financials and matching peers in tech exposure. Elevated inflation and ongoing geopolitical risks could favor SCHD's energy and consumer defensive allocations, creating an asymmetrically positive setup for 2026 returns.
Here's Why I Can't Stop Buying This Dividend Growth Dynamo
The data shows SCHD has become a notable anchor holding for long-term dividend-focused portfolios, and after looking at the numbers, the case for continued accumulation is worth examining.
SCHD: A Double Play On Yield And Growth In 2026
The Schwab U.S. Dividend Equity ETF (SCHD) underwent a significant rebalancing in March, shifting away from high-volatility energy and toward more defensive, diversified holdings. SCHD's recent portfolio changes include adding UNH, ABT, PG, QCOM, and ACN, while reducing energy exposure and increasing financial sector weightings. Recent Middle East conflict and rising energy prices boosted SCHD's NAV and price performance, allowing it to catch up with rival dividend ETFs after prior under-performance.
Forget SCHD: 3 Dividend ETFs With Higher Yields and Better 2026 Performance
The Schwab US Dividend Equity ETF ( NYSEARCA :SCHD ) has been an excellent holding in the past few months, and it has undone many years of underperformance quite quickly.
SCHD-Inspired 4-Factor Dividend Growth Strategy Selections For April 2026
The 4-Factor Dividend Growth Strategy outperformed SCHD with a 12.48% annualized return versus SCHD's 10.79% since inception. This rules-based approach selects 20 stocks monthly using free cash flow to debt, dividend growth, ROIC, and forward yield, emphasizing growth and quality. Recent tests adding an expected rate of return filter have underperformed the original strategy, especially during the 2026 value rotation.
