SCHD 📈 Schwab U.S. Dividend Equity - Overview

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, listed on the NYSE ARCA under the ticker SCHD, is designed to track the performance of high dividend-yielding stocks issued by U.S. companies. These companies are selected based on their fundamental strength relative to their peers, which is determined by evaluating various financial ratios. The fund's investment strategy involves investing in stocks that are included in its underlying index, which is specifically designed to measure the performance of high dividend-yielding U.S. stocks with a history of consistent dividend payments.

The fund's portfolio composition is heavily tilted towards stocks that meet its dividend-yielding criteria, with at least 90% of its net assets invested in these securities. This approach allows investors to gain exposure to a diversified portfolio of established U.S. companies with a strong track record of distributing dividends to shareholders. By focusing on large value stocks, the fund provides investors with the potential for regular income and long-term capital appreciation, making it an attractive option for those seeking a relatively stable source of returns.

As an exchange-traded fund (ETF), SCHD offers investors the benefits of transparency, flexibility, and cost-efficiency. The fund is domiciled in the United States and has an International Securities Identification Number (ISIN) of US8085247976. With its listing on the NYSE ARCA, investors can easily buy and sell shares of the fund throughout the trading day, providing liquidity and ease of access to the U.S. dividend market. For more information about the fund, including its investment objectives, strategies, and performance, investors can visit the website of the fund's issuer at http://www.schwabfunds.com.

Additional Sources for SCHD ETF

SCHD ETF Overview

Market Cap in USD 66,921m
Category Large Value
TER 0.06%
IPO / Inception 2011-10-20

SCHD ETF Ratings

Growth 5y 79.4%
Fundamental -
Dividend 64.7%
Rel. Strength Industry -29.7
Analysts -
Fair Price Momentum 27.62 USD
Fair Price DCF -

SCHD Dividends

Dividend Yield 12m 2.67%
Yield on Cost 5y 4.50%
Annual Growth 5y 9.03%
Payout Consistency 92.9%

SCHD Growth Ratios

Growth Correlation 3m 34.7%
Growth Correlation 12m 92.4%
Growth Correlation 5y 85.1%
CAGR 5y 10.94%
CAGR/Mean DD 5y 2.36
Sharpe Ratio 12m 0.66
Alpha -10.73
Beta 0.85
Volatility 21.42%
Current Volume 35298.3k
Average Volume 20d 16454.8k
What is the price of SCHD stocks?
As of December 21, 2024, the stock is trading at USD 27.29 with a total of 35,298,300 shares traded.
Over the past week, the price has changed by -4.50%, over one month by -5.09%, over three months by -3.06% and over the past year by +10.30%.
Is Schwab U.S. Dividend Equity a good stock to buy?
Yes. Based on ValueRay Analyses, Schwab U.S. Dividend Equity (NYSE ARCA:SCHD) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 79.38 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 December 2024 is 27.62. This means that SCHD is currently overvalued and has a potential downside of 1.21%.
Is SCHD a buy, sell or hold?
Schwab U.S. Dividend Equity has no consensus analysts rating.
What are the forecast for SCHD stock price target?
According to ValueRays Forecast Model, SCHD Schwab U.S. Dividend Equity will be worth about 30.6 in December 2025. The stock is currently trading at 27.29. This means that the stock has a potential upside of +12.02%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 30.6 12%