Schd holdings by sector. Get the the holdings for Schwab U.

Schd holdings by sector. See more here. . The sector has the highest average dividend yield in the S&P 500. SCHD Holdings and Weightings Dive into detailed insights about SCHD's holdings, including its stock list breakdown, sector weightings, and major investments. The fund's sector allocation, especially Mar 31, 2025 · SCHD offers elite stocks for your portfolio The reason why you should own SCHD ETF is to achieve ultimate portfolio diversification. 97%) and BX (-17. Get 20 years of historical data for SCHD. Technology companies account for just 10% of the fund. Feb 28, 2025 · The inexpensive valuation of SCHD’s holdings and its strong dividend yield give SCHD a strong defense against market volatility and pullbacks. 8 hours ago · Build a robust dividend portfolio with SCHD and 2025’s top high-yield stocks. Get the the holdings for Schwab U. 06% expense ratio, cementing its role as one of the cheapest dividend ETFs available. Explore more details here. Dividend Equity's portfolio suggests you should be. How SCHD Transforms Portfolio Stability During Market Chaos Discover how smart investors use SCHD's defensive characteristics and sector diversification to navigate volatile markets while building long-term wealth - the ultimate guide to bulletproofing your portfolio. This represents the total market value of the assets managed by the ETF. Mar 11, 2025 · SCHD Portfolio - Learn more about the Schwab US Dividend Equity ETF™ investment portfolio including asset allocation, stock style, stock holdings and more. We would like to show you a description here but the site won’t allow us. Jan 2, 2025 · Schwab U. 100% free, no signups. Dividend Equity ETF (SCHD) All holdings as of date 09/19/25 Displaying 1 - 100 of 103 1 2 ›› Last » View Top Holdings and Key Holding Information for Schwab U. However, SCHD lacks REIT exposure, which is a disadvantage under current conditions. S. Below is the portfolio breakdown by sector for VOO and SCHD as of Jan 2024. The third is Skyworks Solutions (SWKS), which was just added. Mar 26, 2025 · The 2025 SCHD reconstitution involved a significant portfolio adjustment, with 20 stocks added and 17 removed. Mar 25, 2025 · SCHD is mostly unaffected by the challenges in technology and AI industry because it only has a small exposure in the tech industry. SCHD exposure stats including asset allocation, regional exposure, sector exposure and more. Jan 23, 2025 · The two biggest questions for SCHD right now are 1) what’s caused it to underperform so badly, even within its category and 2) will those trends continue into 2025. 4 days ago · Complete Schwab US Dividend Equity ETF funds overview by Barron's. SCHD - Schwab US Dividend Equity ETF™ - Review the SCHD stock price, growth, performance, sustainability and more to help you make the best investments. Aug 30, 2025 · SCHD Sector Composition For being a large cap dividend fund, SCHD is pretty well diversified across sectors aside from a negligible weight to Utilities and its excluding REITs entirely. dividend stocks spanning an array of industries and sectors. SCHD - Schwab U. Click here to why I rate SCHD a Buy. Investors already overweight consumer staples should consider another dividend fund, or consider reducing consumer staples exposure elsewhere. 4 billion in assets with a minimal 0. Dec 9, 2024 · The SCHD ETF is diversified across 103 holdings, with top sectors including financials, healthcare, and consumer defensive, and top holdings like Cisco, Home Depot, and BlackRock. Comparing SCHD vs VYM? Discover key differences in dividend strategy, sector allocation, yield, and long-term returns to choose the right dividend ETF in 2025. Sector Concentration While SCHD is diversified, it has more exposure to certain sectors like financials and consumer staples. Mar 27, 2024 · VOO invests in generating returns similar to those of the overall market, while SCHD creates a portfolio designed to maximize dividends. See why I rate the fund a hold. Latest Schwab US Dividend Equity ETF (SCHD) stock price, holdings, dividend yield, charts and performance. Keep in mind that the exact portfolio composition will change as the ETFs are reconstituted quarterly. 4 days ago · Should You Buy or Sell Schwab US Dividend Equity ETF Stock? Get The Latest SCHD Stock Price, Constituents List, Holdings Data, and Headlines at MarketBeat. As consumer staples is the largest sector within the portfolio, SCHD tends to out- or underperform the market based on how well this particular sector is doing. Dec 6, 2024 · At the time of publication, the largest holdings in SCHD were Lockheed Martin (LMT) and AbbVie (ABBV), two blue chip value stocks outside of the technology sector. Feb 28, 2025 · SCHD’s stock selection process ensures a combination of a solid starting yield and strong dividend growth. Sep 10, 2025 · Schwab US Dividend Equity ETF (SCHD) ETF analysis: 0. On top of it, SCHD made a sizable pivot to the financial sector back then. Here are the changes by sector: Exploring SCHD's Sector Allocation for Better Diversification Discover how SCHD's strategic sector allocation provides diversified exposure across key industries, reducing portfolio risk and enhancing long-term stability for dividend investors. 59265 DKS Dick’s Sporting Goods Inc % de Activos 0. Its top 10 holdings include consumer staples giants like Coca-Cola (KO) and Pepsi (PEP), big Mar 11, 2025 · Review the latest SCHD Morningstar rating and analysis on the ETF to determine if it is the right investment decision for your goals. Two of them are in the top 10 - Texas Instruments (TXN) and Cisco (CSCO). Jun 27, 2024 · It's got just a 12% overlap of holdings and comes with one of the lower correlations to SCHD. Dividend 100 Index, with the bulk of its holdings being popular names with consistent payment raises to shareholders. 4191 CHRW CH Robinson Worldwide Inc % de Activos 0. Dividend Equity ETF, SCHD, has seen a significant increase in investor interest since Liberation Day. Click to read. 49B AUM, equity fund, complete holdings, performance data & dividend history. Jun 30, 2025 · Discover the SCHD Fact Sheet by Schwab Funds, showcasing low-cost index philosophy and asset allocation strategies tailored to investors' financial goals and risk tolerance. Mar 21, 2023 · SCHD is only designed to hold 100 names in total, so a turnover of roughly 1/4 of the fund's names is a fairly significant change. See expense ratio, holdings, dividends, price history & more. Plus view geographic exposure, currency exposure, sector exposure and more. Oct 17, 2024 · This dividend portfolio provides investors with a superior capacity to generate dividend income, and a broader sector and geographical diversification compared to only investing in SCHD. 3 days ago · Interactive stock price chart for Schwab US Dividend Equity ETF (SCHD) with real-time updates, full price history, technical analysis and more. 52% SCHD vs 1% Financials Benchmark). Unlock comprehensive insights, track historical transformations, and employ powerful tools for comparison and categorization, propelling you to stay ahead in your investment strategies. Apr 29, 2025 · The Schwab U. Changes To Portfolio (Schwab U. 57592 KEY KeyCorp % de Activos 0. 100% free analysis on SCHD, no signups required. Get 20 years of historical sector weightings charts for SCHD. Nov 6, 2024 · VYM's exposure to the Technology sector is around twice lower, but it is still the third largest holding in the portfolio. Click here to find out how you can build a $500,000 dividend portfolio. See the company profile for Schwab U. Examine sector-specific dividend trends, cyclical patterns, and strategic implications for income investors. Nov 12, 2024 · VIG vs. Discover insights on dividend growth and total returns. 68%), and Consumer Defensive (13. Dividend Equity ETF from Zacks Investment Research 5 days ago · Explore SCHD for FREE on ETF Database: Price, Holdings, Charts, Technicals, Fact Sheet, News, and more. The biggest losers were USB (-35. 38% of the portfolio. Dec 23, 2024 · As of mid-December, SCHD’s most heavily weighted sector exposures are in Financials (20. SCHD Sector Allocation Among the sectors included in SCHD's portfolio, Energy and Consumer Staples have the largest allocations. Top energy stocks like Chevron, ConocoPhillips, and Mar 25, 2025 · About 20% of SCHD’s holdings were turned over, including the removal of high-profile names like Pfizer and BlackRock, as well as a big shift in sector exposure — with financials trimmed and energy stocks ramped up. SCHD? Discover how these top dividend ETFs compare and their top holdings. Dividend Equity ETF is a high-quality, cost-efficient, dividend-focused ETF with a low expense ratio of 0. Consider how this complements your existing holdings. 4 days ago · SCHD's defensive portfolio benefited greatly as it fell less and continued chugging along. Free ratings, analyses, holdings, benchmarks, quotes, and news. 4 days ago · Get the sector weightings charts for Schwab U. 2% weighting in financials compared to SPY’s 14%, which could Compare FDV and HDV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Apr 5, 2024 · SCHD is a top dividend-growth-focused ETF that provides exposure to high-quality companies across industries. Sector allocation can give clues as Jan 17, 2025 · Rising long-term interest rates make risk-free bonds more attractive and pose sector-specific challenges, particularly for financials within SCHD's portfolio. Dividend Equity ETF (SCHD). Get up to date fund holdings for Schwab U. The changes shifted sector allocations, adjusted the yield, and Mar 19, 2025 · Within the past 1-month period, SCHD has significantly outperformed the S&P 500. Oct 19, 2011 · Explore SCHD stock quote, dividend, technical indicators, interactive charts, top holdings, latest news, expense ratio, and analyst ratings Jul 11, 2025 · Rebalances quarterly, reviews annually Next up, we’ll dig into SCHD’s actual holdings and how it spreads your money across different sectors. What Are the Top 3 Sectors in SCHD and How Do They Affect Dividends? A comprehensive analysis of SCHD's dominant sectors - Technology, Healthcare, and Financial Services - and their unique impact on dividend growth, stability, and portfolio performance. Diversify, manage risk, and boost long-term income. 1% in the technology sector, both known for volatility, could impact the ETF's overall performance. Learn more on SCHD ETF here. Jan 23, 2025 · SCHD’s total portfolio is comprised of 103 holdings that are spread across a mix of sectors, with the traditional dividend-paying financials, healthcare, consumer defensive, energy, and Apr 6, 2025 · Here is a summary of the major changes in SCHD’s portfolio following the March 21, 2025 reconstitution, broken down by industry. ETF Constituents for Schwab US Dividend Equity ETF (SCHD) provide detail on the individual stock holdings that make up the ETF. Financial Sector Restructuring One of the most notable changes is the substantial reduction in banking stocks. Portfolio Composition and Holdings Apr 14, 2025 · Its 103 holdings also spread risk across seven sectors, with no stock exceeding 4% of the total and no sector allowed to get above 25%. Feb 3, 2025 · Conversely, SCHD has proven that it is a better choice for the investors who aim to generate the highest possible dividend income growth. Sectors weighting is calculated using only long position holdings of the portfolio. Jul 22, 2025 · Here you know why SCHD is underperforming in 2025. Unlike some giant tech firms, you’re unlikely to see double-digit daily declines for defensive ETFs like SCHD, making it a neat fit for conservative and more risk-averse investors. View the SCHD funds market news Fund Overlap See which holdings any two equity ETFs have in common, along with top differences in exposure. View complete SCHD exchange traded fund holdings for better informed ETF trading. Holdings, Costs, Performance, Fundamentals, Valuations and Rating. Oct 18, 2024 · The first thing we can see is that the sector exposure below shows that SCHD's portfolio is more diversified across different industries than VIG's. Analysis of the Schwab US Dividend Equity ETF ETF (SCHD). Let’s say that SCHD relies heavily on financial stocks, and interest rates skyrocket — you might see SCHD’s returns change. SCHD's sector allocation changes through two mechanisms: (1) annual index reconstitution, which typically occurs in March, and (2) ongoing market value fluctuations of existing holdings. SCHD has an 18. Jun 25, 2024 · Learn everything you need to know about Schwab US Dividend Equity ETF™ (SCHD) and how it ranks compared to other funds. Mar 31, 2025 · SCHD's 2025 reconstitution aligns with market shifts, boosting Energy and Consumer Staples. View complete holdings list, sector allocation, and portfolio analysis. Oct 29, 2024 · SCHD (Schwab U. Dividend Cuts Though rare, some companies in SCHD might cut dividends during tough economic times. Also know about the impact of tech-driven market gains, sector allocations and performance of key holdings on investor returns. Compare SCHD and FDVV ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Mar 27, 2025 · And now the top two stocks in the ETF are in the energy sector, COP at 4. The sectors into which its holdings are spread can affect SCHD’s performance. Dividend Equity ETF (SCHD) is a Large-Cap Low Volatility ETF. See why SCHD ETF is a buy. Dividend Equity ETF has a high allocation to energy stocks. Dec 5, 2024 · For example, as of the last report, SCHD's 12. Nov 11, 2024 · Unlike SCHG, SCHD maintains a portfolio of equities that have an established history of providing superior dividend growth. 6% of the portfolio, and Chevron Corporation (CVX) at 4. Get 20 year performance charts for SCHD. Apr 13, 2025 · Last week, we woke up to a new reality, with Trump's “Liberation Day” virtually ending decades of free trade. Sep 16, 2025 · SCHD focuses on sectors according to the index's allocation, ensuring that no single sector dominates more than 25% of the portfolio, thus promoting diversification and stability. 3 days ago · A list of holdings for SCHG (Schwab U. Schwab US Dividend Equity ETF (SCHD) Holdings - View complete (SCHD) ETF holdings for better informed ETF trading. If these sectors struggle, SCHD could underperform. 4 days ago · Valuation, Assets, and Portfolio Concentration SCHD manages $71. Check out a $500,000 dividend portfolio with SCHD ETF at its core. The relatively low weight of the IT sector provides stability by reducing volatility. Discover how SCHD's smart sector diversification strategy protects dividend investors from concentration risk while maintaining strong income potential. Apr 23, 2025 · Schwab U. Tax cuts may favor SCHD's top holdings more than those of the tech-heavy SPY, as SCHD companies typically have higher Comprehensive analysis of how SCHD's dividend performance varies across different market sectors and economic conditions. You can judge how much the ETF has invested in industries such as technology, healthcare and financials by looking at the ETF’s sector weightings. Jun 16, 2025 · Summary SCHD is a conservative, diversified ETF best suited for risk-averse investors seeking stable, growing dividends and less downside in tough markets. Schwab US Dividend Equity ETF (ARCA: SCHD)The total Assets Under Management (AUM) for SCHD is 71. Dividend Equity's top 10 holdings posted a weak 3% revenue growth in 2024, compared to 24. Aug 21, 2024 · SCHD ETF struggles with declining earnings and payout ratios, but shows potential for value rotation. Learn the science behind balanced sector allocation and why it matters for your portfolio's long-term success. SCHD, thanks to its exposure to mature, dividend-paying companies, is withstanding Mar 9, 2025 · Despite underperforming in bull markets, SCHD's defensive nature and mature company holdings provide a balanced, long-term investment strategy amidst economic fluctuations. Read an in-depth investment analysis of this ETF here. This annual process aims to maintain the ETF's focus on high-dividend-yielding U. 3 days ago · A list of holdings for SCHD (Schwab US Dividend Equity ETF) with details about each stock and its percentage weighting in the ETF. At the same time, Technology is not even among the top-5 holdings of SCHD. Apr 21, 2025 · More recently, SCHD's annual reconstitution shifted sector allocations, with financials now the largest sector, but several of the top holdings remain the same, well-rounded, solid dividend payers. 1% concentration in the energy sector and 11. May 26, 2025 · This could cause SCHD’s price to dip temporarily. In this post, I share my thoughts on SCHD as a dividend investor - including its performance, dividends, and risks. 48695 EWBC East West Bancorp Inc % de Activos 0. Most recent portfolio value is calculated to be $ 67,950,326,232 USD. 6 days ago · Schwab US Dividend Equity ETF ETF holdings by MarketWatch. Jul 18, 2025 · Moreover, after the relatively recent portfolio recomposition, SCHD's Top 10 holdings have become more saturated with both investment-grade balance sheet and strong dividend growth trajectories. Its top 10 holdings in descending portfolio Apr 17, 2025 · Recent annual reconstitution resulted in higher energy sector exposure, boosting SCHD's dividend yield. 4 days ago · Asset Management Schwab U. Jun 7, 2025 · This sector makes up 21% of the ETF's assets, which is its largest sector weighting. Nov 13, 2024 · SCHD is a solid candidate in this expensive market, with high-quality holdings and reasonable valuation. The largest sector in its portfolio is the Healthcare sector. Sep 5, 2025 · Research Schwab U. companies with strong fundamentals, such as cash flow to total debt, return on equity, dividend yield, and 5-year dividend growth rate. SCHD has 21% of its portfolio in the Financials sector, with the top 3 allocations (BLK, BX, USB), which underperformed against the Financial Sector benchmark (1yr returns: -12. 53881 IPG Interpublic Group of Companies Inc % de Activos 0. You can see that clearly in SCHD's new sector composition. 1% for S&P 500's top 10 holdings. 3 days ago · Get a real-time stock price for the SCHD ETF (Schwab US Dividend Equity ETF) with an overview of various metrics and statistics. Dividend Equity ETF) is a popular ETF focused on dividend growth, attracting many investors interested in dividend stocks. Mar 20, 2025 · These additions, alongside existing energy holdings like Chevron and EOG Resources, have established the energy sector as a core component of SCHD. Plus, it would add tech exposure back to SCHD's relatively minimal position if that's something you're Aug 12, 2024 · The Schwab U. Check out how to build a $75,000 dividend portfolio with SCHD as a core. In this post, we will analyze SCHD's portfolio in detail, examine how key companies are structured, and discuss the advantages and potential risks of this composition. 4 days ago · Find Schwab U. Jun 17, 2025 · Summary SCHD offers high-quality, defensive holdings but has lagged the S&P 500 due to sector composition and market dynamics. Fund details, performance, holdings, distributions and related documents for Schwab U. Read the article for more details on the buy rating. SCHD: Here's a comparison of top dividend ETFs by performance, yield and strategy to help you decide which is the better buy for long-term income and growth in your portfolio. Dividend Equity ETF is a clear buy with a look at its top 10 holdings. Mar 19, 2024 · Today, SCHD has just three holdings from the tech sector. The largest industry in its portfolio is Biotechnology & Drugs. Dividend Equity ETF) May 20, 2025 · Dividend growth investing may not be flashy, but it quietly creates lasting wealth for retirement. Dividend Equity ETF (SCHD) | The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U. 4 days ago · SCHD (Schwab US Dividend Equity ETF) holds 103 assets including AbbVie Inc, Chevron Corp, The Home Depot Inc. 4 days ago · View the top holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD). Dividend Equity ETF has disclosed 102 total holdings in their latest SEC filings. Its top 10 holdings account for 41% of the portfolio, with a strict 4% cap on individual names and a 25% sector cap to preserve diversification. 28%), dragging the SCHD Financials down. 06% expense ratio, $71. Mar 11, 2025 · Schwab US Dividend Equity ETF™ – Check the SCHD stock price, review total assets, see historical growth, and review the analyst rating from Morningstar. 03B. Is it worth buying? May 20, 2024 · The fund limits each stock’s weighting to 4% of the portfolio and each sector to 25%. Mar 4, 2025 · SCHD tracks the Dow Jones U. Large-Cap Growth ETF) with details about each stock and its percentage weighting in the ETF. Dividend Equity ETF (SCHD) including business summary, industry/sector information, number of employees, business summary, corporate governance, key View Top Holdings and Key Holding Information for Schwab U. 1 day ago · The Schwab U. Dividend Equity ETF™ (SCHD) top 10 holdings and sector breakdown by %. Between 2017 and 2024, SCHD provided a superior level of Aug 27, 2025 · Explore Schwab US Dividend Equity ETF holdings with weight, market value, and other helpful data to make more informed decisions for SCHD trading. Sep 26, 2024 · Also want to add that the other 20% of the non-core SCHD holdings you largely dismiss as irrelevant actually made a strong contribution to performance because of its sector weighting toward Jul 27, 2025 · SCHD is an ETF that has consistently grown its dividend payout for the past 12 years. Mar 1, 2025 · SCHD invests primarily in blue-chip U. Research performance, expense ratio, holdings, and volatility to see if it Find the latest Schwab U. Sector Weightings – Fixed Income Sector Breakdown is calculated only using the long position holdings of the portfolio. May 30, 2025 · SCHD combines low fees, high yield, and defensive value exposure, offering better risk-adjusted returns than peers and 60/40 portfolios. The fund holds 100–103 large-cap American stocks. On the surface, this is incredibly appealing. Overview Stocks ETFs Mutual Funds Bonds Fixed Income Portfolio Management Options Futures Forex Technical Analysis Fundamental Analysis Jan 30, 2025 · Which dividend ETF should you buy: DGRO vs. SCHD's holdings trade Jun 9, 2025 · SCHD remains a particularly attractive investment option for long-term investors. Elevate your fund analysis with Holdings Data, allowing you to dive deeply into the intricacies of ETFs and Mutual Funds. Oct 8, 2024 · Rising oil prices and potential Fed hawkishness favor defensive sectors, with SCHD's Energy holdings like Chevron poised to benefit. Analyze SCHD ETF Holdings and Sector Allocation Take a peek under the hood and you’ll notice SCHD isn’t some arbitrary grab bag of stocks. If you haven't been looking at energy stocks, the Schwab U. 5 days ago · As of Aug 30 2025. Compare FDVV and SCHD side by side, including charts, performance, statistics, average return, top holdings, and more. May 13, 2025 · The Schwab U. Dividend Equity ETF stayed quite resilient during the recent market selloff due to its focus on high-quality dividend companies, unlike the broader S&P 500. Learn everything about Schwab U. CF Industries Holdings Inc % de Activos 0. Oct 31, 2024 · Discover why the Schwab US Dividend Equity ETF (SCHD) is a compelling investment option in frothy markets, plus one critical risk factor to consider. 06%. Concentration can bubble up in lean portfolios like this one, so these measures help the fund stay diversified. Mar 24, 2025 · SCHD's Index reconstituted at the close of business Friday, resulting in 20 additions and 17 deletions. Jul 14, 2025 · By combining SCHD with RQI, PDI, and selected high-yield stocks, we boost the portfolio's Weighted Average Dividend Yield [TTM] to 5. Tons of financial metrics for serious investors. SCHD is a standout among dividend ETFs. Nov 30, 2024 · SCHD and SPY differ significantly in sector allocations and the average market capitalization of their holdings. Sep 12, 2025 · SCHD's top sector allocations are heavy energy and consumer staples exposure. 13%), Healthcare (14. Jan 9, 2025 · Schwab U. Feb 14, 2025 · Seeking Alpha SCHD Holdings by Sector Of course, you can look at the Dow Jones US Dividend 100 Index (DJUSDIV), so you can look there and predict what SCHD will ultimately hold. Dividend Equity ETF (SCHD) stock quote, history, news and other vital information to help you with your stock trading and investing. 2 days ago · Latest Schwab US Dividend Equity ETF (SCHD) stock price, holdings, dividend yield, charts and performance. Read why SCHD ETF is an attractive income investment. Jan 26, 2023 · Seeking Alpha JEPI Sector Breakdown Seeking Alpha SCHD Top Holdings Seeking Alpha SCHD Sector Breakdown Seeking Alpha As you can see, the two ETFs only share Coca-Cola Co (KO) amongst their top 10 Portfolio Diversification Considerations Sector Exposure SCHD concentrates in certain sectors like financials (24%), healthcare (18%), and consumer staples (15%). 54303 FNF Fidelity National Financial Inc % de Activos 0. 24%). SCHD: Schwab U. Dividend Equity ETF - Fund Holdings. Dividend 100™ Index. 88% while enhancing sector diversification. May 12, 2025 · SCHD remains the core holding of our well-balanced and diversified dividend portfolio. SCHD Mutual Fund Guide | Performance, Holdings, Expenses & Fees, Distributions and More Compare SPHD and SCHD ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. Feb 12, 2025 · SCHD, holdings by sector (Seeking Alpha) Because of these characteristics, I see the two funds as having some complementarity in terms of sectors they are exposed to. fptm wuddlx vlpim eotoyywu mdabm etbiqk sbwqwj dpqwodv squy ulmy