The Schwab U.S. Dividend Equity ETF (SCHD) charges a low 0.06% fee, but a major portfolio reshuffle in March 2026 sold about 31% of its holdings, including two top-10 stocks like Cisco Systems, just before those stocks surged. This forced sale triggered capital gains taxes for investors and caused exposure drift away from high-performing stocks. While SCHD returned 27.66% over the past year, investors missed out on gains from key stocks removed during the reconstitution. Alternative dividend ETFs like Vanguard's VYM and VIG offer less aggressive turnover and may better preserve dividend growth exposure.
As of Sep 15, 2026 04:22 WIB, SCHD trades at USD 34.37, up 0.73% on the day. Cisco Systems, one of the top-10 stocks sold out in March, is currently priced at USD 110.06, down 1.85% for the day. Meanwhile, dividend-focused ETFs like VYM and VIG are trading at USD 161.69 and USD 238.46 respectively, both showing slight declines today.
Over the past decade, the Schwab U.S. Dividend Equity ETF (SCHD) delivered a 258.13% return, significantly surpassing the iShares Core High Dividend ETF (HDV), which returned 176.81%. However, in the more recent five-year period, HDV outperformed SCH...
The First Trust Morningstar Dividend Leaders Index Fund ETF (FDL) received a "hold" rating due to its strong dividend yield of 4.02%, which surpasses competitors like SCHD and FDVV, and its stable sector composition favoring consumer staples and util...
The Schwab US Dividend Equity ETF (SCHD) has delivered strong price returns of 33% over the past year, yet its dividend income has grown only modestly by about 2%. The fund's top holdings, including Qualcomm, Texas Instruments, UnitedHealth, and Coca...
The Schwab U.S. Dividend Equity ETF (SCHD) has grown to nearly $95 billion in assets, attracting retirees with a 3.2% dividend yield from a portfolio of financially strong companies. Its top holdings include Qualcomm, UnitedHealth, Coca-Cola, and Tex...
The Schwab US Dividend Equity ETF (SCHD) is recommended as a Buy, primarily serving as a hedge against potential AI-driven market sell-offs rather than for its previous strengths in energy or rate-agnostic performance. Earlier gains were driven by en...
