Recent rapid changes in equity markets have led the author to revise expectations for the Schwab US Dividend Equity ETF (SCHD) over the next 6-12 months. The article emphasizes the importance of adapting investment views as market conditions evolve, reflecting a shift from previous market environments. The author, with over 10 years of investing experience, shares a personal, opportunistic perspective without offering specific investment advice. This update aims to help investors reconsider their positions amid changing market dynamics.
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...
