(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

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
What is the price of SCHD stocks?
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%.
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 (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%.
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 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%