Schd holdings by sector. Jan 9, 2025 · Schwab U.

Schd holdings by sector. The sectors into which its holdings are spread can affect SCHD’s performance. Jan 2, 2025 · Schwab U. Click to read. Learn everything about Schwab U. Below is the portfolio breakdown by sector for VOO and SCHD as of Jan 2024. 57592 KEY KeyCorp % de Activos 0. Dividend Equity ETF stayed quite resilient during the recent market selloff due to its focus on high-quality dividend companies, unlike the broader S&P 500. Its top 10 holdings in descending portfolio Apr 17, 2025 · Recent annual reconstitution resulted in higher energy sector exposure, boosting SCHD's dividend yield. Sector Weightings – Fixed Income Sector Breakdown is calculated only using the long position holdings of the portfolio. Oct 29, 2024 · SCHD (Schwab U. Dividend Equity ETF) May 20, 2025 · Dividend growth investing may not be flashy, but it quietly creates lasting wealth for retirement. SCHD has 21% of its portfolio in the Financials sector, with the top 3 allocations (BLK, BX, USB), which underperformed against the Financial Sector benchmark (1yr returns: -12. . Sep 12, 2025 · SCHD's top sector allocations are heavy energy and consumer staples exposure. Mar 24, 2025 · SCHD's Index reconstituted at the close of business Friday, resulting in 20 additions and 17 deletions. Jul 14, 2025 · By combining SCHD with RQI, PDI, and selected high-yield stocks, we boost the portfolio's Weighted Average Dividend Yield [TTM] to 5. Apr 23, 2025 · Schwab U. SCHD - Schwab U. Holdings, Costs, Performance, Fundamentals, Valuations and Rating. Aug 21, 2024 · SCHD ETF struggles with declining earnings and payout ratios, but shows potential for value rotation. The largest industry in its portfolio is Biotechnology & Drugs. View complete SCHD exchange traded fund holdings for better informed ETF trading. Sep 16, 2025 · SCHD focuses on sectors according to the index's allocation, ensuring that no single sector dominates more than 25% of the portfolio, thus promoting diversification and stability. 4 days ago · SCHD's defensive portfolio benefited greatly as it fell less and continued chugging along. Oct 17, 2024 · This dividend portfolio provides investors with a superior capacity to generate dividend income, and a broader sector and geographical diversification compared to only investing in SCHD. Oct 19, 2011 · Explore SCHD stock quote, dividend, technical indicators, interactive charts, top holdings, latest news, expense ratio, and analyst ratings Jul 11, 2025 · Rebalances quarterly, reviews annually Next up, we’ll dig into SCHD’s actual holdings and how it spreads your money across different sectors. 13%), Healthcare (14. What Are the Top 3 Sectors in SCHD and How Do They Affect Dividends? A comprehensive analysis of SCHD's dominant sectors - Technology, Healthcare, and Financial Services - and their unique impact on dividend growth, stability, and portfolio performance. Oct 8, 2024 · Rising oil prices and potential Fed hawkishness favor defensive sectors, with SCHD's Energy holdings like Chevron poised to benefit. Get the the holdings for Schwab U. Unlike some giant tech firms, you’re unlikely to see double-digit daily declines for defensive ETFs like SCHD, making it a neat fit for conservative and more risk-averse investors. 4 billion in assets with a minimal 0. View the SCHD funds market news Fund Overlap See which holdings any two equity ETFs have in common, along with top differences in exposure. Jan 23, 2025 · SCHD’s total portfolio is comprised of 103 holdings that are spread across a mix of sectors, with the traditional dividend-paying financials, healthcare, consumer defensive, energy, and Apr 6, 2025 · Here is a summary of the major changes in SCHD’s portfolio following the March 21, 2025 reconstitution, broken down by industry. We would like to show you a description here but the site won’t allow us. 4191 CHRW CH Robinson Worldwide Inc % de Activos 0. CF Industries Holdings Inc % de Activos 0. Dividend Equity's portfolio suggests you should be. Concentration can bubble up in lean portfolios like this one, so these measures help the fund stay diversified. Jun 7, 2025 · This sector makes up 21% of the ETF's assets, which is its largest sector weighting. Get 20 year performance charts for SCHD. SCHD's holdings trade Jun 9, 2025 · SCHD remains a particularly attractive investment option for long-term investors. In this post, we will analyze SCHD's portfolio in detail, examine how key companies are structured, and discuss the advantages and potential risks of this composition. Most recent portfolio value is calculated to be $ 67,950,326,232 USD. Examine sector-specific dividend trends, cyclical patterns, and strategic implications for income investors. Oct 31, 2024 · Discover why the Schwab US Dividend Equity ETF (SCHD) is a compelling investment option in frothy markets, plus one critical risk factor to consider. May 13, 2025 · The Schwab U. SCHD Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More Compare SPHD and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 4 days ago · Complete Schwab US Dividend Equity ETF funds overview by Barron's. 97%) and BX (-17. Dividend Equity ETF has a high allocation to energy stocks. 3 days ago · A list of holdings for SCHD (Schwab US Dividend Equity ETF) with details about each stock and its percentage weighting in the ETF. Jul 18, 2025 · Moreover, after the relatively recent portfolio recomposition, SCHD's Top 10 holdings have become more saturated with both investment-grade balance sheet and strong dividend growth trajectories. Apr 5, 2024 · SCHD is a top dividend-growth-focused ETF that provides exposure to high-quality companies across industries. Financial Sector Restructuring One of the most notable changes is the substantial reduction in banking stocks. See more here. Discover how SCHD's smart sector diversification strategy protects dividend investors from concentration risk while maintaining strong income potential. 5 days ago · As of Aug 30 2025. Mar 4, 2025 · SCHD tracks the Dow Jones U. You can judge how much the ETF has invested in industries such as technology, healthcare and financials by looking at the ETF’s sector weightings. Dividend 100 Index, with the bulk of its holdings being popular names with consistent payment raises to shareholders. Nov 11, 2024 · Unlike SCHG, SCHD maintains a portfolio of equities that have an established history of providing superior dividend growth. Dividend Equity ETF™ (SCHD) top 10 holdings and sector breakdown by %. See the company profile for Schwab U. Dividend Equity ETF) is a popular ETF focused on dividend growth, attracting many investors interested in dividend stocks. 68%), and Consumer Defensive (13. Dividend Equity ETF - Fund Holdings. SCHD is a standout among dividend ETFs. The fund's sector allocation, especially Mar 31, 2025 · SCHD offers elite stocks for your portfolio The reason why you should own SCHD ETF is to achieve ultimate portfolio diversification. The relatively low weight of the IT sector provides stability by reducing volatility. Check out how to build a $75,000 dividend portfolio with SCHD as a core. 03B. 1% for S&P 500's top 10 holdings. 4 days ago · Find Schwab U. Get up to date fund holdings for Schwab U. Sectors weighting is calculated using only long position holdings of the portfolio. Feb 28, 2025 · SCHD’s stock selection process ensures a combination of a solid starting yield and strong dividend growth. Mar 19, 2024 · Today, SCHD has just three holdings from the tech sector. Mar 1, 2025 · SCHD invests primarily in blue-chip U. Analyze SCHD ETF Holdings and Sector Allocation Take a peek under the hood and you’ll notice SCHD isn’t some arbitrary grab bag of stocks. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Dec 6, 2024 · At the time of publication, the largest holdings in SCHD were Lockheed Martin (LMT) and AbbVie (ABBV), two blue chip value stocks outside of the technology sector. On top of it, SCHD made a sizable pivot to the financial sector back then. Plus, it would add tech exposure back to SCHD's relatively minimal position if that's something you're Aug 12, 2024 · The Schwab U. 4 days ago · Asset Management Schwab U. 88% while enhancing sector diversification. 49B AUM, equity fund, complete holdings, performance data & dividend history. Tax cuts may favor SCHD's top holdings more than those of the tech-heavy SPY, as SCHD companies typically have higher Comprehensive analysis of how SCHD's dividend performance varies across different market sectors and economic conditions. Technology companies account for just 10% of the fund. Dividend 100™ Index. Nov 6, 2024 · VYM's exposure to the Technology sector is around twice lower, but it is still the third largest holding in the portfolio. Feb 28, 2025 · The inexpensive valuation of SCHD’s holdings and its strong dividend yield give SCHD a strong defense against market volatility and pullbacks. Free ratings, analyses, holdings, benchmarks, quotes, and news. 1% concentration in the energy sector and 11. Nov 12, 2024 · VIG vs. Read an in-depth investment analysis of this ETF here. Feb 14, 2025 · Seeking Alpha SCHD Holdings by Sector Of course, you can look at the Dow Jones US Dividend 100 Index (DJUSDIV), so you can look there and predict what SCHD will ultimately hold. If you haven't been looking at energy stocks, the Schwab U. If these sectors struggle, SCHD could underperform. Changes To Portfolio (Schwab U. See expense ratio, holdings, dividends, price history & more. Fund details, performance, holdings, distributions and related documents for Schwab U. Mar 25, 2025 · SCHD is mostly unaffected by the challenges in technology and AI industry because it only has a small exposure in the tech industry. Two of them are in the top 10 - Texas Instruments (TXN) and Cisco (CSCO). 6% of the portfolio, and Chevron Corporation (CVX) at 4. Dividend Equity ETF (SCHD) | The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U. The biggest losers were USB (-35. Apr 21, 2025 · More recently, SCHD's annual reconstitution shifted sector allocations, with financials now the largest sector, but several of the top holdings remain the same, well-rounded, solid dividend payers. How SCHD Transforms Portfolio Stability During Market Chaos Discover how smart investors use SCHD's defensive characteristics and sector diversification to navigate volatile markets while building long-term wealth - the ultimate guide to bulletproofing your portfolio. 4 days ago · Valuation, Assets, and Portfolio Concentration SCHD manages $71. 06% expense ratio, cementing its role as one of the cheapest dividend ETFs available. Research performance, expense ratio, holdings, and volatility to see if it Find the latest Schwab U. Large-Cap Growth ETF) with details about each stock and its percentage weighting in the ETF. Sector allocation can give clues as Jan 17, 2025 · Rising long-term interest rates make risk-free bonds more attractive and pose sector-specific challenges, particularly for financials within SCHD's portfolio. Read the article for more details on the buy rating. On the surface, this is incredibly appealing. 59265 DKS Dick’s Sporting Goods Inc % de Activos 0. ETF Constituents for Schwab US Dividend Equity ETF (SCHD) provide detail on the individual stock holdings that make up the ETF. Jan 23, 2025 · The two biggest questions for SCHD right now are 1) what’s caused it to underperform so badly, even within its category and 2) will those trends continue into 2025. 100% free analysis on SCHD, no signups required. Compare FDVV and SCHD side by side, including charts, performance, statistics, average return, top holdings, and more. Dividend Equity ETF (SCHD) including business summary, industry/sector information, number of employees, business summary, corporate governance, key View Top Holdings and Key Holding Information for Schwab U. Dividend Equity ETF is a clear buy with a look at its top 10 holdings. The third is Skyworks Solutions (SWKS), which was just added. S. 3 days ago · Interactive stock price chart for Schwab US Dividend Equity ETF (SCHD) with real-time updates, full price history, technical analysis and more. Mar 11, 2025 · Schwab US Dividend Equity ETF™ – Check the SCHD stock price, review total assets, see historical growth, and review the analyst rating from Morningstar. The largest sector in its portfolio is the Healthcare sector. Jun 25, 2024 · Learn everything you need to know about Schwab US Dividend Equity ETF™ (SCHD) and how it ranks compared to other funds. companies with strong fundamentals, such as cash flow to total debt, return on equity, dividend yield, and 5-year dividend growth rate. SCHD: Schwab U. Mar 21, 2023 · SCHD is only designed to hold 100 names in total, so a turnover of roughly 1/4 of the fund's names is a fairly significant change. 2% weighting in financials compared to SPY’s 14%, which could Compare FDV and HDV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. 28%), dragging the SCHD Financials down. Mar 26, 2025 · The 2025 SCHD reconstitution involved a significant portfolio adjustment, with 20 stocks added and 17 removed. SCHD Holdings and Weightings Dive into detailed insights about SCHD's holdings, including its stock list breakdown, sector weightings, and major investments. Schwab US Dividend Equity ETF (ARCA: SCHD)The total Assets Under Management (AUM) for SCHD is 71. Nov 13, 2024 · SCHD is a solid candidate in this expensive market, with high-quality holdings and reasonable valuation. Apr 29, 2025 · The Schwab U. Consider how this complements your existing holdings. Keep in mind that the exact portfolio composition will change as the ETFs are reconstituted quarterly. In this post, I share my thoughts on SCHD as a dividend investor - including its performance, dividends, and risks. 100% free, no signups. 54303 FNF Fidelity National Financial Inc % de Activos 0. Dividend Equity's top 10 holdings posted a weak 3% revenue growth in 2024, compared to 24. 1 day ago · The Schwab U. Jun 30, 2025 · Discover the SCHD Fact Sheet by Schwab Funds, showcasing low-cost index philosophy and asset allocation strategies tailored to investors' financial goals and risk tolerance. Read why SCHD ETF is an attractive income investment. Jun 16, 2025 · Summary SCHD is a conservative, diversified ETF best suited for risk-averse investors seeking stable, growing dividends and less downside in tough markets. 4 days ago · SCHD (Schwab US Dividend Equity ETF) holds 103 assets including AbbVie Inc, Chevron Corp, The Home Depot Inc. 06% expense ratio, $71. Its top 10 holdings include consumer staples giants like Coca-Cola (KO) and Pepsi (PEP), big Mar 11, 2025 · Review the latest SCHD Morningstar rating and analysis on the ETF to determine if it is the right investment decision for your goals. 24%). Nov 30, 2024 · SCHD and SPY differ significantly in sector allocations and the average market capitalization of their holdings. See why SCHD ETF is a buy. Investors already overweight consumer staples should consider another dividend fund, or consider reducing consumer staples exposure elsewhere. The fund holds 100–103 large-cap American stocks. This annual process aims to maintain the ETF's focus on high-dividend-yielding U. Feb 12, 2025 · SCHD, holdings by sector (Seeking Alpha) Because of these characteristics, I see the two funds as having some complementarity in terms of sectors they are exposed to. SCHD: Here's a comparison of top dividend ETFs by performance, yield and strategy to help you decide which is the better buy for long-term income and growth in your portfolio. Dividend Equity ETF, SCHD, has seen a significant increase in investor interest since Liberation Day. Dec 9, 2024 · The SCHD ETF is diversified across 103 holdings, with top sectors including financials, healthcare, and consumer defensive, and top holdings like Cisco, Home Depot, and BlackRock. Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies. SCHD exposure stats including asset allocation, regional exposure, sector exposure and more. Dec 5, 2024 · For example, as of the last report, SCHD's 12. Learn more on SCHD ETF here. 38% of the portfolio. However, SCHD lacks REIT exposure, which is a disadvantage under current conditions. As consumer staples is the largest sector within the portfolio, SCHD tends to out- or underperform the market based on how well this particular sector is doing. Discover insights on dividend growth and total returns. 6 days ago · Schwab US Dividend Equity ETF ETF holdings by MarketWatch. Latest Schwab US Dividend Equity ETF (SCHD) stock price, holdings, dividend yield, charts and performance. This represents the total market value of the assets managed by the ETF. Plus view geographic exposure, currency exposure, sector exposure and more. Dividend Equity ETF from Zacks Investment Research 5 days ago · Explore SCHD for FREE on ETF Database: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. SCHD has an 18. Dividend Cuts Though rare, some companies in SCHD might cut dividends during tough economic times. The sector has the highest average dividend yield in the S&P 500. The changes shifted sector allocations, adjusted the yield, and Mar 19, 2025 · Within the past 1-month period, SCHD has significantly outperformed the S&P 500. SCHD's sector allocation changes through two mechanisms: (1) annual index reconstitution, which typically occurs in March, and (2) ongoing market value fluctuations of existing holdings. 48695 EWBC East West Bancorp Inc % de Activos 0. Get 20 years of historical data for SCHD. Comparing SCHD vs VYM? Discover key differences in dividend strategy, sector allocation, yield, and long-term returns to choose the right dividend ETF in 2025. Also know about the impact of tech-driven market gains, sector allocations and performance of key holdings on investor returns. 4 days ago · View the top holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD). SCHD Sector Allocation Among the sectors included in SCHD's portfolio, Energy and Consumer Staples have the largest allocations. Jul 22, 2025 · Here you know why SCHD is underperforming in 2025. Is it worth buying? May 20, 2024 · The fund limits each stock’s weighting to 4% of the portfolio and each sector to 25%. 4 days ago · Get the sector weightings charts for Schwab U. Overview Stocks ETFs Mutual Funds Bonds Fixed Income Portfolio Management Options Futures Forex Technical Analysis Fundamental Analysis Jan 30, 2025 · Which dividend ETF should you buy: DGRO vs. Here are the changes by sector: Exploring SCHD's Sector Allocation for Better Diversification Discover how SCHD's strategic sector allocation provides diversified exposure across key industries, reducing portfolio risk and enhancing long-term stability for dividend investors. 4 days ago · Should You Buy or Sell Schwab US Dividend Equity ETF Stock? Get The Latest SCHD Stock Price, Constituents List, Holdings Data, and Headlines at MarketBeat. Click here to why I rate SCHD a Buy. Its top 10 holdings account for 41% of the portfolio, with a strict 4% cap on individual names and a 25% sector cap to preserve diversification. Dividend Equity ETF (SCHD) stock quote, history, news and other vital information to help you with your stock trading and investing. Dividend Equity ETF (SCHD) All holdings as of date 09/19/25 Displaying 1 - 100 of 103 1 2 ›› Last » View Top Holdings and Key Holding Information for Schwab U. 8 hours ago · Build a robust dividend portfolio with SCHD and 2025’s top high-yield stocks. Diversify, manage risk, and boost long-term income. Mar 27, 2024 · VOO invests in generating returns similar to those of the overall market, while SCHD creates a portfolio designed to maximize dividends. Get 20 years of historical sector weightings charts for SCHD. 53881 IPG Interpublic Group of Companies Inc % de Activos 0. Mar 11, 2025 · SCHD Portfolio - Learn more about the Schwab US Dividend Equity ETF™ investment portfolio including asset allocation, stock style, stock holdings and more. Click here to find out how you can build a $500,000 dividend portfolio. 3 days ago · Get a real-time stock price for the SCHD ETF (Schwab US Dividend Equity ETF) with an overview of various metrics and statistics. 3 days ago · A list of holdings for SCHG (Schwab U. Tons of financial metrics for serious investors. Apr 13, 2025 · Last week, we woke up to a new reality, with Trump's “Liberation Day” virtually ending decades of free trade. Dividend Equity ETF (SCHD). Dividend Equity ETF is a high-quality, cost-efficient, dividend-focused ETF with a low expense ratio of 0. Learn the science behind balanced sector allocation and why it matters for your portfolio's long-term success. SCHD, thanks to its exposure to mature, dividend-paying companies, is withstanding Mar 9, 2025 · Despite underperforming in bull markets, SCHD's defensive nature and mature company holdings provide a balanced, long-term investment strategy amidst economic fluctuations. Check out a $500,000 dividend portfolio with SCHD ETF at its core. Jun 27, 2024 · It's got just a 12% overlap of holdings and comes with one of the lower correlations to SCHD. Between 2017 and 2024, SCHD provided a superior level of Aug 27, 2025 · Explore Schwab US Dividend Equity ETF holdings with weight, market value, and other helpful data to make more informed decisions for SCHD trading. Compare SCHD and FDVV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Mar 31, 2025 · SCHD's 2025 reconstitution aligns with market shifts, boosting Energy and Consumer Staples. 2 days ago · Latest Schwab US Dividend Equity ETF (SCHD) stock price, holdings, dividend yield, charts and performance. 06%. dividend stocks spanning an array of industries and sectors. Jan 9, 2025 · Schwab U. May 30, 2025 · SCHD combines low fees, high yield, and defensive value exposure, offering better risk-adjusted returns than peers and 60/40 portfolios. Sep 10, 2025 · Schwab US Dividend Equity ETF (SCHD) ETF analysis: 0. Jan 26, 2023 · Seeking Alpha JEPI Sector Breakdown Seeking Alpha SCHD Top Holdings Seeking Alpha SCHD Sector Breakdown Seeking Alpha As you can see, the two ETFs only share Coca-Cola Co (KO) amongst their top 10 Portfolio Diversification Considerations Sector Exposure SCHD concentrates in certain sectors like financials (24%), healthcare (18%), and consumer staples (15%). Mar 27, 2025 · And now the top two stocks in the ETF are in the energy sector, COP at 4. Dividend Equity ETF has disclosed 102 total holdings in their latest SEC filings. You can see that clearly in SCHD's new sector composition. Aug 30, 2025 · SCHD Sector Composition For being a large cap dividend fund, SCHD is pretty well diversified across sectors aside from a negligible weight to Utilities and its excluding REITs entirely. Jun 17, 2025 · Summary SCHD offers high-quality, defensive holdings but has lagged the S&P 500 due to sector composition and market dynamics. Dividend Equity ETF (SCHD) is a Large-Cap Low Volatility ETF. Analysis of the Schwab US Dividend Equity ETF ETF (SCHD). Explore more details here. Oct 18, 2024 · The first thing we can see is that the sector exposure below shows that SCHD's portfolio is more diversified across different industries than VIG's. View complete holdings list, sector allocation, and portfolio analysis. Sep 26, 2024 · Also want to add that the other 20% of the non-core SCHD holdings you largely dismiss as irrelevant actually made a strong contribution to performance because of its sector weighting toward Jul 27, 2025 · SCHD is an ETF that has consistently grown its dividend payout for the past 12 years. Schwab US Dividend Equity ETF (SCHD) Holdings - View complete (SCHD) ETF holdings for better informed ETF trading. SCHD - Schwab US Dividend Equity ETF™ - Review the SCHD stock price, growth, performance, sustainability and more to help you make the best investments. Sep 5, 2025 · Research Schwab U. May 26, 2025 · This could cause SCHD’s price to dip temporarily. Top energy stocks like Chevron, ConocoPhillips, and Mar 25, 2025 · About 20% of SCHD’s holdings were turned over, including the removal of high-profile names like Pfizer and BlackRock, as well as a big shift in sector exposure — with financials trimmed and energy stocks ramped up. Dec 23, 2024 · As of mid-December, SCHD’s most heavily weighted sector exposures are in Financials (20. Feb 3, 2025 · Conversely, SCHD has proven that it is a better choice for the investors who aim to generate the highest possible dividend income growth. Mar 20, 2025 · These additions, alongside existing energy holdings like Chevron and EOG Resources, have established the energy sector as a core component of SCHD. Let’s say that SCHD relies heavily on financial stocks, and interest rates skyrocket — you might see SCHD’s returns change. SCHD? Discover how these top dividend ETFs compare and their top holdings. See why I rate the fund a hold. 52% SCHD vs 1% Financials Benchmark). Portfolio Composition and Holdings Apr 14, 2025 · Its 103 holdings also spread risk across seven sectors, with no stock exceeding 4% of the total and no sector allowed to get above 25%. Sector Concentration While SCHD is diversified, it has more exposure to certain sectors like financials and consumer staples. 1% in the technology sector, both known for volatility, could impact the ETF's overall performance. May 12, 2025 · SCHD remains the core holding of our well-balanced and diversified dividend portfolio. At the same time, Technology is not even among the top-5 holdings of SCHD. uoqyjb kubxk rcdmahia fvdngi sknlnf rpcq xcohs gkv ihylff kmzuy