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.
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 40.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Lockheed Martin Corp | 4.28 | 2.5 Bil | Industrials |
AbbVie Inc | 4.21 | 2.4 Bil | Healthcare |
Amgen Inc | 4.15 | 2.4 Bil | Healthcare |
The Home Depot Inc | 4.09 | 2.4 Bil | Consumer Cyclical |
BlackRock Inc | 4.05 | 2.3 Bil | Financial Services |
Coca-Cola Co | 3.95 | 2.3 Bil | Consumer Defensive |
Cisco Systems Inc | 3.92 | 2.3 Bil | Technology |
Pfizer Inc | 3.90 | 2.2 Bil | Healthcare |
Chevron Corp | 3.88 | 2.2 Bil | Energy |
Texas Instruments Inc | 3.84 | 2.2 Bil | Technology |