SCHD - Schwab U.S. Dividend Equity - Stock & Dividends
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US8085247976 • Large Value
Financial Services, Technology, Healthcare, Consumer Goods, Industrials
The Schwab U.S. Dividend Equity ETF (NYSE ARCA:SCHD) aims to track the performance of high-dividend yielding stocks issued by U.S. companies that have a history of consistently paying dividends. These companies are selected based on their fundamental strength relative to their peers, as measured by financial ratios such as dividend yield, payout ratio, and return on equity.
The fund's investment strategy involves investing at least 90% of its net assets in these dividend-paying stocks, which are part of a specific index. This index is designed to provide a diversified portfolio of high-quality dividend stocks, offering investors a potential source of regular income and long-term growth.
As a U.S.-domiciled fund, the Schwab U.S. Dividend Equity ETF focuses exclusively on U.S. companies, providing investors with exposure to the domestic equity market. For more information about the fund, investors can visit the company's website at http://www.schwabfunds.com.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for SCHD - Schwab U.S. Dividend Equity - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/SCHD.NYSE ARCA_drawdown.png)
Overall Trend and Yearly Seasonality
![Drawdown / Underwater Chart for SCHD - Schwab U.S. Dividend Equity - Stock & Dividends](https://www.valueray.com/images/chart/SCHD.NYSE ARCA_seasonality.png)
SCHD ETF Overview
Market Cap in USD | 57,435m |
Category | Large Value |
TER | 0.06% |
IPO / Inception | 2011-10-20 |
SCHD ETF Ratings
Growth 5y | 76.1 |
Fundamental | - |
Dividend | 68.7 |
Rel. Performance vs Sector | -0.36 |
Analysts | - |
Fair Price Momentum | 83.07 USD |
Fair Price DCF | - |
SCHD Dividends
Dividend Yield 12m | 3.43% |
Yield on Cost 5y | 6.13% |
Dividends CAGR 5y | 9.04% |
Payout Consistency | 100.0% |
SCHD Growth Ratios
Growth 12m | 13.21% |
Growth Correlation 12m | 64% |
Growth Correlation 3m | 30% |
CAGR 5y | 12.26% |
CAGR/Mean DD 5y | 2.64 |
Sharpe Ratio 12m | 0.69 |
Alpha vs SP500 12m | -5.07 |
Beta vs SP500 5y weekly | 0.84 |
ValueRay RSI | 89.32 |
Volatility GJR Garch 1y | 10.49% |
Price / SMA 50 | 5.42% |
Price / SMA 200 | 9.87% |
Current Volume | 2493.1k |
Average Volume 20d | 3110.4k |
External Links for SCHD ETF
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of July 27, 2024, the stock is trading at USD 82.47 with a total of 2,493,100 shares traded.
Over the past week, the price has changed by +1.68%, over one month by +6.51%, over three months by +7.57% and over the past year by +13.16%.
According to ValueRays Forecast Model, SCHD Schwab U.S. Dividend Equity will be worth about 92.1 in July 2025. The stock is currently trading at 82.47. This means that the stock has a potential upside of +11.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 92.1 | 11.7 |