Schwab U.S. Dividend Equity ETF SCHD has proved that it can translate its sensible, risk-conscious approach into better risk-adjusted performance than the Russell 1000 Value Index. It merits a Morningstar Analyst Rating upgrade to Gold from Silver.
Schwab US Dividend Equity ETF™ SCHD
Morningstar’s Analysis SCHD
Will SCHD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 4.79 | 3.1 Bil | Technology |
AbbVie Inc | 4.69 | 3.0 Bil | Healthcare |
Merck & Co Inc | 4.38 | 2.8 Bil | Healthcare |
The Home Depot Inc | 4.38 | 2.8 Bil | Consumer Cyclical |
Texas Instruments Inc | 4.11 | 2.6 Bil | Technology |
Chevron Corp | 3.95 | 2.5 Bil | Energy |
Verizon Communications Inc | 3.82 | 2.5 Bil | Communication Services |
Coca-Cola Co | 3.76 | 2.4 Bil | Consumer Defensive |
Cisco Systems Inc | 3.72 | 2.4 Bil | Technology |
Amgen Inc | 3.68 | 2.4 Bil | Healthcare |