Schwab Dividend Equity Etf Profile

SCHD Etf  USD 29.44  0.01  0.03%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Schwab Dividend is trading at 29.44 as of the 28th of November 2024, a 0.03 percent decrease since the beginning of the trading day. The etf's lowest day price was 29.41. Schwab Dividend has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Schwab Dividend Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab Dividend Equity

Moving together with Schwab Etf

  0.98VTV Vanguard Value Index Sell-off TrendPairCorr
  0.99VYM Vanguard High DividendPairCorr
  0.99IWD iShares Russell 1000PairCorr
  0.97DGRO iShares Core Dividend Sell-off TrendPairCorr
  0.98IVE iShares SP 500PairCorr
  0.95DVY iShares Select DividendPairCorr

Moving against Schwab Etf

  0.6AIVI WisdomTree InternationalPairCorr
  0.5WTRE WisdomTree New EconomyPairCorr
  0.35VPL Vanguard FTSE PacificPairCorr

Schwab Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, High Dividend Yield ETFs, Large Value, Schwab ETFs (View all Sectors)
IssuerCharles Schwab
Inception Date2011-10-19
BenchmarkDow Jones U.S. Dividend 100 Index
Entity TypeRegulated Investment Company
Asset Under Management67.69 Billion
Average Trading Valume11.29 Million
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Ferian Juwono, Sabya Sinha
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents118
Market MakerVirtu Financial
Total Expense0.06
Management Fee0.06
Country NameUSA
Returns Y T D19.26
NameSchwab U.S. Dividend Equity ETF
Currency CodeUSD
Open FigiBBG0025RWKW5
In Threey Volatility15.65
1y Volatility11.35
200 Day M A27.2254
50 Day M A28.4661
CodeSCHD
Updated At27th of November 2024
Currency NameUS Dollar
Schwab Dividend Equity [SCHD] is traded in USA and was established 2011-10-20. The fund is listed under Large Value category and is part of Schwab ETFs family. The entity is thematically classified as Strategy ETFs. Schwab Dividend Equity at this time have 35.2 B in assets. , while the total return for the last 3 years was 8.3%.
Check Schwab Dividend Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Dividend Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Schwab Dividend Equity Etf Constituents

UNPUnion PacificStockIndustrials
WMTWalmartStockConsumer Staples
MOAltria GroupStockConsumer Staples
XOMExxon Mobil CorpStockEnergy
VZVerizon CommunicationsStockCommunication Services
UPSUnited Parcel ServiceStockIndustrials
TXNTexas Instruments IncorporatedStockInformation Technology
QCOMQualcomm IncorporatedStockInformation Technology
More Details

Schwab Dividend Top Holders

EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
STTIXStadion Trilogy AlternativeMutual FundOptions Trading
EVAGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
MAGBXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
EVGRXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
MAGSXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
STTGXStadion Trilogy AlternativeMutual FundOptions Trading
More Details

Schwab Dividend Equity Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Schwab Dividend Against Markets

When determining whether Schwab Dividend Equity is a strong investment it is important to analyze Schwab Dividend's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Schwab Dividend's future performance. For an informed investment choice regarding Schwab Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Dividend Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of Schwab Dividend Equity is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Dividend's value that differs from its market value or its book value, called intrinsic value, which is Schwab Dividend's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Dividend's market value can be influenced by many factors that don't directly affect Schwab Dividend's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Dividend's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.