The Schwab U.S. Dividend Equity ETF (SCHD) rebalanced its portfolio in March by reducing exposure to volatile energy stocks and increasing holdings in more defensive sectors like healthcare and finance. This shift included adding companies such as UnitedHealth, Abbott, Procter & Gamble, Qualcomm, and Accenture. The recent Middle East conflict and rising energy prices helped SCHD's net asset value and price performance recover, allowing it to catch up with competing dividend ETFs after previous underperformance. The ETF now offers a more diversified, defensive profile with an attractive dividend yield above 3%, making it a strong buy recommendation.
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 20% year-to-date, outperforming the S&P 500's 10% rise. SCHD focuses on large-cap companies with strong dividend histories and value metrics, avoiding mega-cap tech stocks that led recent market r...
