(SCHD) Schwab U.S. Dividend Equity - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US8085247976 • Large Value
SCHD: High Dividend Yielding Stocks, US Companies
The Schwab U.S. Dividend Equity ETF (NYSE ARCA:SCHD) is designed to capture the performance of high-dividend-yielding U.S. stocks with a history of consistent dividend payments. The fund tracks an index that selects companies based on their fundamental strength relative to their peers, using financial ratios to identify stable dividend payers.
The ETF invests at least 90% of its net assets in stocks included in its underlying index, which focuses on companies with a proven track record of dividend consistency. The index screens for firms that not only pay dividends but also demonstrate financial health, making it a targeted play for income-focused investors.
As of the latest data, SCHD manages approximately $68.1 billion in assets, making it a substantial player in the ETF space. The fund is domiciled in the United States and is listed on the NYSE ARCA under the ticker symbol SCHD. It falls under the Large Value ETF category, aligning with its strategy of targeting established U.S. companies with strong dividend profiles.
For investors and fund managers, SCHD offers exposure to a portfolio of dividend-paying U.S. equities with a focus on financial stability. The fund’s structure and size make it a viable option for those seeking regular income through dividends, while its large-cap focus provides a level of stability often associated with established companies.
Additional Sources for SCHD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHD ETF Overview
Market Cap in USD | 69,457m |
Category | Large Value |
TER | 0.06% |
IPO / Inception | 2011-10-20 |
SCHD ETF Ratings
Growth 5y | 81.4% |
Fundamental | - |
Dividend | 70.0% |
Rel. Strength Industry | 0.3 |
Analysts | - |
Fair Price Momentum | 29.50 USD |
Fair Price DCF | - |
SCHD Dividends
Dividend Yield 12m | 3.59% |
Yield on Cost 5y | 7.34% |
Annual Growth 5y | 8.04% |
Payout Consistency | 93.3% |
SCHD Growth Ratios
Growth Correlation 3m | 22.1% |
Growth Correlation 12m | 82.9% |
Growth Correlation 5y | 85.4% |
CAGR 5y | 15.97% |
CAGR/Max DD 5y | 0.72 |
Sharpe Ratio 12m | 0.71 |
Alpha | 3.30 |
Beta | 0.54 |
Volatility | 13.97% |
Current Volume | 16503.9k |
Average Volume 20d | 13966.2k |
As of March 09, 2025, the stock is trading at USD 28.46 with a total of 16,503,889 shares traded.
Over the past week, the price has changed by -0.28%, over one month by +3.27%, over three months by -0.22% and over the past year by +12.43%.
Yes. Based on ValueRay Analyses, Schwab U.S. Dividend Equity (NYSE ARCA:SCHD) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 81.39 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHD as of March 2025 is 29.50. This means that SCHD is currently overvalued and has a potential downside of 3.65%.
Schwab U.S. Dividend Equity has no consensus analysts rating.
According to ValueRays Forecast Model, SCHD Schwab U.S. Dividend Equity will be worth about 33.1 in March 2026. The stock is currently trading at 28.46. This means that the stock has a potential upside of +16.44%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 33.1 | 16.4% |