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Schwab U.S. Dividend Equity ETF (SCHD)
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Upturn Advisory Summary
12/04/2025: SCHD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.34% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.78 | 52 Weeks Range 23.64 - 28.90 | Updated Date 06/29/2025 |
52 Weeks Range 23.64 - 28.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Schwab U.S. Dividend Equity ETF
ETF Overview
Overview
The Schwab U.S. Dividend Equity ETF (SCHD) seeks to track the total return of the Dow Jones U.S. Dividend 100 Index. It focuses on high dividend-yielding U.S. equities with a history of consistently paying dividends and strong financial metrics.
Reputation and Reliability
Schwab is a well-established and reputable financial institution with a long track record in asset management, known for its low-cost ETF offerings.
Management Expertise
Schwab's management team possesses extensive experience in index tracking and ETF management.
Investment Objective
Goal
To track the investment results of an index composed of 100 high dividend yield companies in the United States with fundamentally sound financials.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Dow Jones U.S. Dividend 100 Index. This index selects companies based on dividend yield, dividend sustainability, cash flow to total debt ratio, return on equity, and 5-year dividend growth rate.
Composition The ETF primarily holds U.S. dividend-paying stocks.
Market Position
Market Share: SCHD holds a significant market share among dividend-focused ETFs.
Total Net Assets (AUM): 51880000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The dividend ETF market is competitive, with several major players. SCHD's advantage lies in its low expense ratio and focus on dividend sustainability. Disadvantages include its relatively concentrated holdings compared to broader dividend ETFs.
Financial Performance
Historical Performance: SCHD has demonstrated strong historical performance, driven by its smart-beta approach to dividend investing.
Benchmark Comparison: SCHD aims to track the Dow Jones U.S. Dividend 100 Index, and its performance closely mirrors the index's returns, although it may deviate due to expenses and fund management.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
SCHD's average trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for SCHD is typically tight, reflecting its high liquidity and making it cost-effective to trade.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, and sector performance influence SCHD's performance. Dividend stocks are often sensitive to changes in interest rates.
Growth Trajectory
SCHD has experienced strong growth in AUM due to its attractive dividend yield and low expense ratio, and any changes to holdings align with the index methodology.
Moat and Competitive Advantages
Competitive Edge
SCHD's primary competitive advantage is its extremely low expense ratio compared to many of its competitors. Its focus on quality dividend stocks with sustainable payouts, as determined by its index methodology, differentiates it from simple high-yield ETFs. The fund's strong brand recognition and broad distribution network through Schwab also contribute to its competitive edge. Finally, it applies multiple financial health screens to the underlying index constituents, resulting in a robust ETF.
Risk Analysis
Volatility
SCHD's volatility is generally moderate, but it can fluctuate based on market conditions and the performance of its underlying holdings.
Market Risk
SCHD is exposed to market risk, particularly the risk associated with dividend stocks. Changes in interest rates, economic conditions, and company-specific issues can impact dividend payments and stock prices.
Investor Profile
Ideal Investor Profile
SCHD is suitable for investors seeking a steady stream of income through dividends and long-term capital appreciation, those in retirement or seeking passive income sources, and those building out a dividend-focused portfolio.
Market Risk
SCHD is best suited for long-term investors and passive index followers seeking dividend income.
Summary
The Schwab U.S. Dividend Equity ETF (SCHD) offers investors a low-cost and efficient way to gain exposure to high-quality, dividend-paying U.S. companies. The ETF's focus on dividend sustainability and strong financial metrics differentiates it from other dividend ETFs. With a low expense ratio and significant assets under management, SCHD is a popular choice for income-seeking investors. However, investors should be aware of market risk and potential fluctuations in dividend payments and stock prices. Its performance is likely tied to the underlying companies and broader market trends.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Dow Jones Indexes
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own due diligence and consultation with a financial advisor. Market share percentages are approximate and may vary based on the source and time period.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schwab U.S. Dividend Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.