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 40.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cisco Systems Inc | 4.10 | 2.2 Bil | Technology |
Texas Instruments Inc | 4.07 | 2.2 Bil | Technology |
Chevron Corp | 4.05 | 2.2 Bil | Energy |
The Home Depot Inc | 4.05 | 2.2 Bil | Consumer Cyclical |
Amgen Inc | 4.03 | 2.2 Bil | Healthcare |
Lockheed Martin Corp | 4.01 | 2.2 Bil | Industrials |
BlackRock Inc | 4.01 | 2.2 Bil | Financial Services |
Verizon Communications Inc | 3.99 | 2.2 Bil | Communication Services |
Coca-Cola Co | 3.97 | 2.2 Bil | Consumer Defensive |
AbbVie Inc | 3.97 | 2.2 Bil | Healthcare |