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Schwab US Dividend Equity ETF™ SCHD

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHD

Will SCHD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

The gold standard for dividend funds.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Schwab US Dividend Equity ETF SCHD stands out for its sensible, transparent, and risk-conscious approach that should continue to generate better long-term risk-adjusted returns than the Russell 1000 Value Index.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings SCHD

More SCHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lockheed Martin Corp

4.22 2.3 Bil
Industrials

Chevron Corp

4.21 2.3 Bil
Energy

PepsiCo Inc

4.18 2.3 Bil
Consumer Defensive

Coca-Cola Co

3.97 2.1 Bil
Consumer Defensive

Texas Instruments Inc

3.97 2.1 Bil
Technology

Cisco Systems Inc

3.96 2.1 Bil
Technology

United Parcel Service Inc Class B

3.89 2.1 Bil
Industrials

Amgen Inc

3.88 2.1 Bil
Healthcare

Pfizer Inc

3.84 2.1 Bil
Healthcare

Bristol-Myers Squibb Co

3.82 2.1 Bil
Healthcare