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Upturn AI SWOT - About
Schwab U.S. Dividend Equity ETF (SCHD)
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Upturn Advisory Summary
07/14/2025: 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 10.26% | Avg. Invested days 50 | 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 07/14/2025 |
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. companies with a history of consistently paying dividends, while considering fundamental strength relative to their peers.
Reputation and Reliability
Schwab is a well-established and reputable financial services company with a long history of managing investment products.
Management Expertise
Schwab has a team of experienced investment professionals managing its ETFs, providing expertise in portfolio construction and risk management.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the Dow Jones U.S. Dividend 100 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Dow Jones U.S. Dividend 100 Index, a rules-based index that selects companies based on dividend yield, consistent dividend payment history, and fundamental strength.
Composition The ETF holds a diversified portfolio of U.S. stocks that meet the index's criteria. It primarily holds common stocks.
Market Position
Market Share: SCHD holds a significant portion of the dividend equity ETF market.
Total Net Assets (AUM): 53640000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- iShares Select Dividend ETF (DVY)
- SPDR S&P Dividend ETF (SDY)
Competitive Landscape
The dividend equity ETF market is competitive, with several large players offering similar products. SCHD's low expense ratio is a key advantage. However, VIG's broader index provides greater diversification, while DVY offers a higher dividend yield but may have less stringent quality screens and SDY focuses on companies that have consistently increased dividends for at least 20 years.
Financial Performance
Historical Performance: Historical performance can be obtained from Schwab's website or financial data providers.
Benchmark Comparison: Performance can be directly compared to the Dow Jones U.S. Dividend 100 Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
SCHD has high liquidity with a robust average trading volume.
Bid-Ask Spread
The bid-ask spread for SCHD is typically very tight, reflecting high trading volume.
Market Dynamics
Market Environment Factors
Interest rate movements, economic growth, and investor sentiment towards dividend-paying stocks affect SCHD's performance.
Growth Trajectory
SCHD has experienced substantial AUM growth as investors seek dividend income and value in a low-yield environment. Minor changes to the underlying index methodology can impact holdings.
Moat and Competitive Advantages
Competitive Edge
SCHD's competitive edge stems from its exceptionally low expense ratio of 0.06%, which makes it an attractive option for cost-conscious investors. The ETF's rules-based methodology focuses on fundamentally sound companies with a history of consistent dividend payments. The stringent quality screens combined with a dividend yield focus provides a compelling value proposition. Schwab's brand recognition and distribution network further support SCHD's competitive position. The combination of low cost, quality focus, and brand appeal differentiates it from competitors.
Risk Analysis
Volatility
SCHD's volatility is generally moderate, reflecting the stability of dividend-paying stocks.
Market Risk
SCHD is subject to market risk, as the value of its holdings can fluctuate with overall market conditions and economic downturns. Specific risks include sector concentration and dividend cuts by underlying companies.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking income and capital appreciation through dividend-paying stocks.
Market Risk
SCHD is best suited for long-term investors and passive index followers seeking a diversified portfolio of dividend stocks.
Summary
SCHD is a low-cost ETF that tracks the Dow Jones U.S. Dividend 100 Index, providing exposure to high-quality dividend-paying U.S. companies. Its exceptionally low expense ratio and rules-based methodology make it an attractive option for income-seeking investors. While subject to market risk, its focus on fundamentally sound companies offers a degree of downside protection. SCHD is suitable for long-term investors seeking a balance of income and capital appreciation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Schwab Asset Management
- Dow Jones Indexes
- FactSet
- Morningstar
Disclaimers:
This data is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share estimates are approximate and may vary based on reporting sources and frequency.
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.