Schwab US Dividend Equity ETFSchwab US Dividend Equity ETFSchwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

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Key stats

Assets under management (AUM)
‪53.04 B‬USD
Fund flows (1Y)
‪4.42 B‬USD
Dividend yield (indicated)
3.49%
Discount/Premium to NAV
−0.01%

About Schwab US Dividend Equity ETF

Issuer
The Charles Schwab Corp.
Brand
Schwab
Expense ratio
0.06%
Inception date
Oct 20, 2011
Index tracked
Dow Jones U.S. Dividend 100
Management style
Passive
ISIN
US8085247976
SCHD is a market-cap-weighted fund whose selection universe only includes firms with a 10-year history of paying dividends. Within that universe, SCHD uses fundamental screens (cash-flow to debt ratio, ROE, dividend yield, and dividend growth rate) to build its portfolio. The objective is to focus on quality companies with sustainable dividends. As such, this approach gives the fund a modest large cap tilt and excludes REITs entirely. Individual securities are capped at 4% and sectors capped at 25% of the portfolio. Its overall composition is reviewed annually, while the portfolio is rebalanced quarterly.

Classification

Asset Class
Equity
Category
High dividend yield
Focus
High dividend yield
Niche
Broad-based
Strategy
Fundamental
Weighting scheme
Market cap
Selection criteria
Fundamental
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Health Technology
Consumer Non-Durables
Energy Minerals
Stock breakdown by region
100%

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Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy