Morningstar

Schwab International Dividend Equity ETF SCHY

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

Morningstar’s Analysis SCHY

Will SCHY outperform in the 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 SCHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHY 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 SCHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Profitable companies that consistently pay dividends.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Schwab International Dividend Equity ETF builds a defensive, value-oriented portfolio that should offer better risk-adjusted performance than many of its peers in the foreign large value category.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings SCHY

More SCHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DHL AG

4.15 107M
Industrials

Eni SpA

4.13 106M
Energy

British American Tobacco PLC

4.10 105M
Consumer Defensive

TotalEnergies SE

4.09 105M
Energy

Roche Holding AG Ordinary Shares new

4.06 104M
Healthcare

GSK PLC

4.00 103M
Healthcare

Vinci SA

3.98 102M
Industrials

Unilever PLC

3.91 101M
Consumer Defensive

Enel SpA

3.87 100M
Utilities

Wesfarmers Ltd

3.81 98M
Consumer Cyclical

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