Summary
The Schwab U.S. Dividend Equity ETF (SCHD) tracks the Dow Jones U.S. Dividend 100 Index. It primarily invests in large- and mid-cap dividend-paying stocks. The index is weighted by market cap.
Investment Thesis
SCHD provides access to high dividend-paying U.S. stocks at a cheaper price than the competition, both in terms of the fund’s expense ratio and the valuation ratios of the underlying stocks.
Statistics
Updated May 25, 2018:
- Assets under management: $7.6 billion
- Total holdings: 103
- Portfolio turnover: 15%
- Expense ratio: 0.07%
- SEC Yield: 3.02%
- P/E: 15.62
- Alpha: 0.43
- Beta: 0.90
Analysis
Updated May 25, 2018:
- Morningstar style: large value
- Morningstar rating: 4 stars
Allocation
Sector allocations as of March 31, 2018:
Top holdings as of May 24, 2018:
Articles
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Schwab Fund Decimates Competition Colorado Wealth Management Fund, Seeking Alpha, 07.10.2017 |
Primary Documents
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Fact Sheet (March 31, 2018) |
|
Prospectus (February 28, 2018) |
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Official Web Site |
Also see GF posts tagged $SCHD.
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