SCHD

Schwab US Dividend Equity ETF

$27.24

+0.00%

Market closed. Last update: 11:43 PM ET

📎 Investment Objective

The Schwab US Dividend Equity ETF (SCHD) seeks to track the performance of the Dow Jones U.S. Dividend 100 Index, which is designed to measure the performance of high-dividend-yielding U.S. stocks.

Overview

ETF tracking Schwab US Dividend Equity ETF

Category Dividend

Issuer Charles Schwab

Inception Date 2011-10-20

Market Cap $71.2B

Average Volume N/A

Dividend Yield 3.80%

52-Week Range $24.32 - $29.53

VWAP $27.22

Performance

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Investment Summary

📎 Investment Objective

The Schwab US Dividend Equity ETF (SCHD) seeks to track the performance of the Dow Jones U.S. Dividend 100 Index, which is designed to measure the performance of high-dividend-yielding U.S. stocks.

🎯 Investment Strategy

The ETF invests in a diversified portfolio of U.S. stocks that are selected based on strong financial health and consistent dividend payments. The fund aims to provide exposure to high-quality dividend-paying companies while seeking to generate income and long-term capital appreciation.

✨ Key Features

Focuses on U.S. stocks with a history of consistent and substantial dividend payments
Diversified portfolio across various sectors, providing exposure to the broader U.S. equity market
Low expense ratio of 0.06%, making it a cost-effective option for dividend-focused investors
Tracks the Dow Jones U.S. Dividend 100 Index, which selects companies based on financial strength and dividend consistency

⚠️ Primary Risks

Market risk: The value of the fund's holdings may fluctuate due to general market conditions
Dividend risk: Companies may reduce or eliminate their dividend payments, which could negatively impact the fund's performance
Concentration risk: The fund's focus on dividend-paying stocks may result in a more concentrated portfolio compared to broader market indexes
Liquidity risk: The fund may have difficulty buying or selling certain investments at an optimal time and price

👤 Best For

The Schwab US Dividend Equity ETF may be suitable for investors seeking exposure to high-quality, dividend-paying U.S. stocks as part of a diversified portfolio. It may be particularly appealing to investors looking to generate income and potentially benefit from long-term capital appreciation, while maintaining a relatively low-cost investment option.