Schwab Us Dividend Etf Profile

SCHD Etf  USD 72.35  0.52  0.72%   


0 of 100

Very Weak

Odds Of Distress

Less than 1

Very Small
Schwab US is trading at 72.35 as of the 30th of November 2023, a 0.72 percent up since the beginning of the trading day. The etf's lowest day price was 71.84. Schwab US has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Schwab US Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2021 and ending today, the 30th of November 2023. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States. More on Schwab US Dividend

Moving together with Schwab Etf

+0.95VTVVanguard Value IndexPairCorr
+0.96VYMVanguard High DividendPairCorr
+0.97IWDIShares Russell 1000PairCorr
+0.94DGROIShares Core DividendPairCorr
+0.76IVEIShares SP 500PairCorr
+0.93DVYIShares Select DividendPairCorr
+0.76SPYVSPDR Portfolio SPPairCorr

Schwab Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab US's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab US or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationHigh Dividend Yield ETFs, Strategy ETFs (View all Sectors)
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Schwab US's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
IssuerCharles Schwab
Inception Date2011-10-19
BenchmarkDow Jones U.S. Dividend 100 Index
Entity TypeRegulated Investment Company
Asset Under Management48.53 Billion
Average Trading Valume3.74 Million
Asset TypeEquity
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCharles Schwab Investment Management, Inc.
AdvisorCharles Schwab Investment Management, Inc.
CustodianState Street Bank and Trust Company
DistributorSEI Investments Distribution Co.
Portfolio ManagerChristopher Bliss, Ferian Juwono, Sabya Sinha
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents121
Market MakerVirtu Financial
Total Expense0.06
Management Fee0.06
Country NameUSA
Returns Y T D(2.34)
NameSchwab U.S. Dividend Equity ETF
Currency CodeUSD
Open FigiBBG0025RWKW5
In Threey Volatility17.3
1y Volatility13.74
200 Day M A72.2258
50 Day M A70.2004
Updated At30th of November 2023
Currency NameUS Dollar
Schwab US Dividend [SCHD] is traded in USA and was established 2011-10-20. The fund is listed under Large Value category and is part of Schwab ETFs family. The entity is thematically classified as High Dividend Yield ETFs. Schwab US Dividend at this time have 35.2 B in assets. , while the total return for the last 3 years was 7.6%.
Check Schwab US Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab US Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Schwab US Dividend Etf Constituents

UNPUnion PacificStockIndustrials
WMTWalmartStockConsumer Staples
MOAltria GroupStockConsumer Staples
XOMExxon Mobil CorpStockEnergy
VZVerizon CommunicationsStockCommunication Services
UPSUnited Parcel ServiceStockIndustrials
TXNTexas Instruments IncorporatedStockInformation Technology
More Details

Schwab US Target Price Odds Analysis

What are Schwab US's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Schwab US jumping above the current price in 90 days from now is about 20.48%. The Schwab US Dividend probability density function shows the probability of Schwab US etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Schwab US has a beta of 0.9871. This usually implies Schwab US Dividend market returns are highly-sensitive to returns on the market. As the market goes up or down, Schwab US is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Schwab US Dividend is significantly underperforming NYSE Composite.
  Odds Below 72.35HorizonTargetOdds Above 72.35
79.19%90 days
Based on a normal probability distribution, the odds of Schwab US to move above the current price in 90 days from now is about 20.48 (This Schwab US Dividend probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .

Schwab US Top Holders

EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
STTIXStadion Trilogy AlternativeMutual FundOptions Trading
EVAGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
MAGBXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
EVGRXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
MAGSXMadison Aggressive AllocationMutual FundAllocation--70% to 85% Equity
More Details

Schwab US Major Institutional Holders

Institutional Holdings refers to the ownership stake in Schwab US that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Schwab US's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Schwab US's value.
InstituionLast TransactionTypeSharesValue
Wealthfront Advisers Llc2023-09-30Fund Units7.8 M550.6 M
Strategic Investment Solutions Inc2023-09-30Fund Units7.4 M543.9 M
Northwestern Mutual Wealth Management Co2023-09-30Fund Units7.2 M508.8 M
Osaic Holdings Inc2023-09-30Fund Units5.4 M384.8 M
Wealthspire Advisors Llc2023-09-30Fund Units5.4 M383.7 M
Raymond James Financial Services Advisors Inc2023-09-30Fund Units5.2 M367.1 M
Ubs Group Ag2023-09-30Fund Units4.9 M346.5 M
Royal Bank Of Canada2023-09-30Fund Units4.3 M302.9 M
Orgel Wealth Management Llc2023-09-30Fund Units4.1 M290 M
Wells Fargo Company2023-09-30Fund Units3.4 M241.7 M
Raymond James Associates2023-09-30Fund Units1.9 M134.5 M
View Schwab US Diagnostics

Schwab US Dividend Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab US market risk premium is the additional return an investor will receive from holding Schwab US long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab US. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab US's alpha and beta are two of the key measurements used to evaluate Schwab US's performance over the market, the standard measures of volatility play an important role as well.

Schwab US Dividend Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab US Dividend Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Schwab US price patterns.

Schwab US Against Markets

Picking the right benchmark for Schwab US etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab US etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab US is critical whether you are bullish or bearish towards Schwab US Dividend at a given time. Please also check how Schwab US's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Schwab US without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Insider Screener Now


Insider Screener

Find insiders across different sectors to evaluate their impact on performance
All  Next Launch Module

How to buy Schwab Etf?

Before investing in Schwab US, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab US. To buy Schwab US etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab US. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab US etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Schwab US Dividend etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Schwab US Dividend etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Schwab US Dividend, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Schwab Etf please use our How to Invest in Schwab US guide.

Already Invested in Schwab US Dividend?

The danger of trading Schwab US Dividend is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab US is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab US. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab US Dividend is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Schwab US Dividend is a strong investment it is important to analyze Schwab US's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Schwab US's future performance. For an informed investment choice regarding Schwab Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab US Dividend. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in rate.
Note that the Schwab US Dividend information on this page should be used as a complementary analysis to other Schwab US's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for Schwab Etf analysis

When running Schwab US's price analysis, check to measure Schwab US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab US is operating at the current time. Most of Schwab US's value examination focuses on studying past and present price action to predict the probability of Schwab US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schwab US's price. Additionally, you may evaluate how the addition of Schwab US to your portfolios can decrease your overall portfolio volatility.
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Equity Valuation
Check real value of public entities based on technical and fundamental data
Bonds Directory
Find actively traded corporate debentures issued by US companies
The market value of Schwab US Dividend is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab US's value that differs from its market value or its book value, called intrinsic value, which is Schwab US's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab US's market value can be influenced by many factors that don't directly affect Schwab US's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab US's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab US is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.