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 40.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Texas Instruments Inc | 4.29 | 2.3 Bil | Technology |
Lockheed Martin Corp | 4.26 | 2.3 Bil | Industrials |
Chevron Corp | 4.20 | 2.3 Bil | Energy |
PepsiCo Inc | 4.18 | 2.3 Bil | Consumer Defensive |
Coca-Cola Co | 4.08 | 2.2 Bil | Consumer Defensive |
Pfizer Inc | 4.08 | 2.2 Bil | Healthcare |
Amgen Inc | 3.99 | 2.2 Bil | Healthcare |
United Parcel Service Inc Class B | 3.96 | 2.1 Bil | Industrials |
Cisco Systems Inc | 3.87 | 2.1 Bil | Technology |
Verizon Communications Inc | 3.86 | 2.1 Bil | Communication Services |