Schwab US Dividend Equity ETF
Schwab U.S. Dividend Equity ETF offers exposure to dividend-paying U.S. equities and targets higher-yielding stocks while anchoring on quality. The Fund fully replicates the Dow Jones U.S. Dividend 100 Index, designed to measure the stock performance of high dividend yielding U.S. companies with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. SCHD is a straightforward, low-cost fund offering potential tax-efficiency that can be useful for enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.
SCHD’s focused approach can complement a diversified portfolio.
It tracks an index focused on the quality and sustainability of dividends.
The methodology also considers multiple metrics, including dividend growth and dividend yield, resulting in a portfolio that should offer a substantial upgrade in payout compared to the broader market.
SCHD TOP 10 HOLDINGS
Home Depot, Inc. HD 4.53
Texas Instruments Inc. TXN 4.35
Broadcom Inc AVGO 4.18
AMGEN Inc. AMGN 4.09
Cisco Systems, Inc. CSCO 4.07
PepsiCo Inc PEP 4.03
Pfizer Inc. PFE 3.95
Coca-Cola Co KO 3.90
Blackrock Inc. BLK 3.86
As of 04/09/21
SCHD SECTOR ALLOCATION
Basic Materials 2.1%
Communication Services 4.76%
Consumer Cyclical 8.75%
Consumer Defensive 14.37%
Energy 1.74%
Financial Services 21.43%
Healthcare 11.95%
Industrials 18.24%
Real Estate 0%
Technology 16.66%
Utilities 0%
As of 04/09/21