SCHDetfnysearcaupdated 10:57:13 PM

SCSchwab U.S. Dividend Equity ETF

Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund focused on dividend exposure. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$33.68

-0.62% today

Risk

Low

11.1% vol · 30d

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01Market

Where it trades today

Market cap

N/A

Price / earnings

18.6x

Beta

N/A

Dividend yield

none

Volume

22.29M

avg 22.21M

50-day average

$33.94

200-day average

$31.41

30-day trend

neutral

52-week range4.6% below the high
low $26.32$33.68high $35.31

trading 82% of the way up its 52-week range

02Price

How the price has moved

30-day price-2.41%
30 days ago$34.51 → $33.68today
1-year performance+23.2%
$28$31$34SepOctNovDecJanFebMarAprMayJunJulAug
SCHD · 52 weeks$27.33 → $33.68
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • The real question is what role this fund should play in allocation construction, not whether one short-term move looks attractive.
  • SCHD is valued near its sector range at 18.6x earnings versus 20.0x for peers, so the next move likely needs a real earnings or guidance catalyst.
  • Recent realized volatility sits near 11.1%, below the sector norm of 18.0%, which supports a steadier role inside a diversified portfolio.
  • Relative performance versus SPY, QQQ, IWM matters here because leadership inside etf rarely stays static for long.

Portfolio Use Case

  • SCHD fits best as a benchmark or core allocation building block rather than as a thesis that depends on single-company execution.
  • The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
  • This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.

What Would Change the View

  • There is little income cushion here, so total return depends mainly on price appreciation and execution staying on track.
  • The view would need revisiting if peers such as SPY, QQQ, IWM start winning the marginal flow or posting cleaner operating momentum.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for SCHD come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for ETF so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as SPY, QQQ, IWM.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for SCHD. Last refresh: Sep 18, 2026, 10:57 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as SPY, QQQ, IWM.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:57:13 PM. Built for research and portfolio monitoring, not personalized investment advice.
04Fund Facts

What this fund is

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Expense ratio

0.06%

Fund family

Schwab ETFs

Category

Large Value

05Holdings & Allocation

What the fund owns

fund composition10 holdings

Top 10 Holdings

MRKMerck & Co Inc4.78%
ABTAbbott Laboratories4.77%
AMGNAmgen Inc4.72%
KOCoca-Cola Co4.20%
VZVerizon Communications Inc3.97%
CVXChevron Corp3.93%
HDThe Home Depot Inc3.90%
COPConocoPhillips3.86%
UNHUnitedHealth Group Inc3.85%
PGProcter & Gamble Co3.79%

Sector Allocation

Healthcare21.5%
Consumer Defensive19.5%
Energy15.4%
Technology12.9%
Financial Services9.8%
Industrials7.5%
Consumer Cyclical6.9%
Communication Services6.5%
Utilities0.1%
Real Estate0.0%
Basic Materials0.0%
Linked tickers open their own analysis page.
06Sector

How it sits in etf

Exchange-traded funds offering diversified exposure to various markets and strategies.

versus the sectorSCHD vs average
metricSCHDsectorverdict
price / earnings18.6x20.0x↓ 7%
30-day volatility11.1%18%lower risk
07Peers

The companies it competes with

SCHD beside the etf names it is usually measured against.

competitors4 companies
companypricemarket cap
SCSCHD$33.68N/A
SPSPY$761.69N/AInvesco QQQ Trust logoQQQ$721.45N/AIWIWM$284.10N/A
Any row opens that company's own analysis.
08Technicals

What the chart is saying

technicals30-day window

Schwab U.S. Dividend Equity ETF trades at $33.68, 4.6% below its 52-week high. With a beta of N/A, it shows about average sensitivity to what the wider market does.

rsi (14)oversold
30-day trendneutral
volume22.3Mabove average
09Questions

Questions people ask about it

questions3 answered

Is SCHD a good buy right now?

Schwab U.S. Dividend Equity ETF trades at 18.6x earnings. This is near market average. Current risk level is Low based on 11.1% volatility.

Does SCHD pay dividends?

Schwab U.S. Dividend Equity ETF does not currently pay a regular dividend. The company may be reinvesting profits for growth.

How volatile is SCHD?

With 30-day annualized volatility of 11.1% and beta of N/A, SCHD is classified as Low risk.