Key stats
About Schwab US Dividend Equity ETF
Expense ratio
0.06%
Home page
Inception date
Oct 20, 2011
SCHD is a market-cap-weighted fund whose selection universe only includes firms with a 10-year history of paying dividends. Within that universe, SCHD uses fundamental screens (cash-flow to debt ratio, ROE, dividend yield, and dividend growth rate) to build its portfolio. The objective is to focus on quality companies with sustainable dividends. As such, this approach gives the fund a modest large cap tilt and excludes REITs entirely. Individual securities are capped at 4% and sectors capped at 25% of the portfolio. Its overall composition is reviewed annually, while the portfolio is rebalanced quarterly.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Consumer Non-Durables
Electronic Technology
Energy Minerals
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.