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Schwab US Dividend Equity ETF™ SCHD

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.

A topnotch dividend strategy earns an upgrade.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

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.

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Portfolio Holdings SCHD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.46 2.9 Bil
Technology

AbbVie Inc

4.74 2.6 Bil
Healthcare

Merck & Co Inc

4.61 2.5 Bil
Healthcare

The Home Depot Inc

4.53 2.4 Bil
Consumer Cyclical

Texas Instruments Inc

4.10 2.2 Bil
Technology

Verizon Communications Inc

3.91 2.1 Bil
Communication Services

Chevron Corp

3.90 2.1 Bil
Energy

Amgen Inc

3.86 2.1 Bil
Healthcare

Coca-Cola Co

3.75 2.0 Bil
Consumer Defensive

Cisco Systems Inc

3.70 2.0 Bil
Technology