SCHD 📈 Schwab U.S. Dividend Equity - Overview
Exchange: NYSE ARCA • Opening Hours • Country: USA • Currency: USD • Type: Etf • ISIN: US8085247976 • Large Value
SCHD: High Dividend Yielding Stocks, US Companies
The Schwab U.S. Dividend Equity ETF (SCHD) aims to track the performance of high-dividend yielding stocks issued by U.S. companies that have a consistent history of paying dividends. To achieve this, the fund primarily invests in stocks that are part of a specific index, which is designed to measure the performance of these dividend-paying companies.
This index uses a rigorous selection process to identify companies with strong financial fundamentals, such as stable cash flows and solid balance sheets, relative to their peers. The fund will allocate at least 90% of its net assets to these carefully selected stocks, providing investors with exposure to a diversified portfolio of high-dividend paying companies.
By focusing on companies with a proven track record of paying consistent dividends, the fund offers investors a potential source of regular income, as well as the potential for long-term capital appreciation. With its investment approach centered on fundamental strength and dividend yield, the Schwab U.S. Dividend Equity ETF provides a unique investment opportunity for those seeking income generation and capital growth.
As a U.S.-domiciled fund, the Schwab U.S. Dividend Equity ETF is managed by Charles Schwab Investment Management, a leading asset management firm. Investors can access more information about the fund on the company's website at http://www.schwabfunds.com.
Additional Sources for SCHD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SCHD ETF Overview
Market Cap in USD | 65,186m |
Category | Large Value |
TER | 0.06% |
IPO / Inception | 2011-10-20 |
SCHD ETF Ratings
Growth 5y | 83.2 |
Fundamental | - |
Dividend | 67.4 |
Rel. Performance vs Sector | -0.52 |
Analysts | - |
Fair Price Momentum | 30.24 USD |
Fair Price DCF | - |
SCHD Dividends
Dividend Yield 12m | 3.40% |
Yield on Cost 5y | 6.13% |
Dividends CAGR 5y | 9.04% |
Payout Consistency | 92.86% |
SCHD Growth Ratios
Growth Correlation 3m | 87.1% |
Growth Correlation 12m | 93.6% |
Growth Correlation 5y | 84.9% |
CAGR 5y | 12.48% |
CAGR/Mean DD 5y | 2.71 |
Sharpe Ratio 12m | 1.67 |
Alpha vs SP500 12m | -2.34 |
Beta vs SP500 5y weekly | 0.85 |
Volatility GJR Garch 1y | 12.80% |
Current Volume | 9195.2k |
Average Volume 20d | 10979k |
As of November 21, 2024, the stock is trading at USD 28.71 with a total of 9,195,200 shares traded.
Over the past week, the price has changed by -1.03%, over one month by +0.84%, over three months by +5.69% and over the past year by +25.07%.
Yes. Based on ValueRay Analyses, Schwab U.S. Dividend Equity (NYSE ARCA:SCHD) is currently (November 2024) a good stock to buy. It has a ValueRay Growth Rating of 83.21 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 November 2024 is 30.24. This means that SCHD is currently overvalued and has a potential downside of 5.33%.
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 33.5 in November 2025. The stock is currently trading at 28.71. This means that the stock has a potential upside of +16.54%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 33.5 | 16.5% |