(SCHD) Schwab U.S. Dividend Equity - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 95.232m USD | Total Return: 28.7% in 12m

Dividend Stocks, Equity Securities
Total Rating 80
Safety 57
Buy Signal 0.40
Large Value
Category Rotation: +2.2
TER: 0.06%
AUM: 95.2B
Avg Turnover: 640M
Risk 3d forecast
Volatility11.8%
VaR 5th Pctl2.03%
VaR vs Median-4.26%
Reward TTM
Sharpe Ratio1.98
Rel. Str. IBD62.2
Rel. Str. Peer Group71.9
Character TTM
Beta0.509
Beta Downside0.592
Hurst Exponent0.486
Drawdowns 3y
Max DD16.13%
CAGR/Max DD1.01
CAGR/Mean DD4.93

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: SCHD Schwab U.S. Dividend Equity

The Schwab U.S. Dividend Equity ETF (SCHD) tracks the Dow Jones U.S. Dividend 100 Index, focusing on high-yield U.S. equities with sustainable dividend growth. The fund maintains a strict mandate to invest at least 90% of its net assets in companies demonstrating strong financial ratios and fundamental stability relative to industry peers.

By categorizing as a Large Value ETF, the fund typically allocates capital to mature sectors such as Financials, Industrials, and Consumer Staples. These sectors often prioritize returning capital to shareholders through dividends rather than aggressive reinvestment in research and development.

Investors can examine how these fundamental factors align with specific portfolio goals by reviewing detailed metrics on ValueRay. The strategy effectively filters for quality by excluding Real Estate Investment Trusts (REITs) and focusing on cash-flow-positive corporations.

Headlines to Watch Out For
  • Federal Reserve interest rate cuts increase the relative appeal of dividend yields
  • Corporate earnings growth drives fundamental screening and constituent rebalancing results
  • Sector concentration in Financials and Industrials dictates overall price performance
  • Sustained free cash flow generation ensures continuous dividend payment growth
  • Shifting investor preference toward value stocks over growth influences capital inflows
What is the price of SCHD shares?

As of May 28, 2026, the stock is trading at USD 32.55 with a total of 16,841,716 shares traded.
Over the past week, the price has changed by +1.40%, over one month by +4.56%, over three months by +3.32% and over the past year by +28.69%.

Is SCHD a buy, sell or hold?

Schwab U.S. Dividend Equity has no consensus analysts rating.