Schwab Dividend Equity Etf Profile
| SCHD Etf | USD 75.81 0.12 0.16% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Schwab Dividend is trading at 75.81 as of the 19th of April 2024, a -0.16 percent decrease since the beginning of the trading day. The etf's lowest day price was 75.53. Schwab Dividend has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Schwab Dividend Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. 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 Dividend Equity
Moving together with Schwab Etf
| 0.91 | VTV | Vanguard Value Index | PairCorr |
| 0.92 | VYM | Vanguard High Dividend | PairCorr |
| 0.95 | IWD | iShares Russell 1000 | PairCorr |
| 0.91 | DGRO | iShares Core Dividend | PairCorr |
| 0.96 | IVE | iShares SP 500 | PairCorr |
| 0.91 | DVY | iShares Select Dividend | PairCorr |
| 0.92 | SPYV | SPDR Portfolio SP | PairCorr |
Moving against Schwab Etf
| 0.48 | MCD | McDonalds Report 23rd of April 2024 | PairCorr |
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 Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Dividend 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 Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Value, Schwab ETFs (View all Sectors) |
| Issuer | Charles Schwab |
| Inception Date | 2011-10-19 |
| Benchmark | Dow Jones U.S. Dividend 100 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 53.13 Billion |
| Average Trading Valume | 3.86 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Charles Schwab Investment Management, Inc. |
| Advisor | Charles Schwab Investment Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Christopher Bliss, Ferian Juwono, Sabya Sinha |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 114 |
| Market Maker | Virtu Financial |
| Total Expense | 0.06 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | 0.35 |
| Name | Schwab U.S. Dividend Equity ETF |
| Currency Code | USD |
| Open Figi | BBG0025RWKW5 |
| In Threey Volatility | 15.45 |
| 1y Volatility | 14.25 |
| 200 Day M A | 74.431 |
| 50 Day M A | 78.169 |
| Code | SCHD |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
Schwab Dividend Equity [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 Dividend Equity at this time have 35.2 B in assets. , while the total return for the last 3 years was 3.7%.
Check Schwab Dividend 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 Dividend Equity 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 Dividend Equity Etf Constituents
| UNP | Union Pacific | Stock | Industrials |
| WMT | Walmart | Stock | Consumer Staples |
| MO | Altria Group | Stock | Consumer Staples |
| XOM | Exxon Mobil Corp | Stock | Energy |
| VZ | Verizon Communications | Stock | Communication Services |
| UPS | United Parcel Service | Stock | Industrials |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Schwab Dividend Target Price Odds Analysis
What are Schwab Dividend's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Schwab Dividend jumping above the current price in 90 days from now is about 85.91%. The Schwab Dividend Equity probability density function shows the probability of Schwab Dividend etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Schwab Dividend Equity has a beta of -0.0373. This usually implies as returns on the benchmark increase, returns on holding Schwab Dividend are expected to decrease at a much lower rate. During a bear market, however, Schwab Dividend Equity is likely to outperform the market. Additionally, schwab Dividend Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Schwab Dividend to move above the current price in 90 days from now is about 85.91 (This Schwab Dividend Equity probability density function shows the probability of Schwab Etf to fall within a particular range of prices over 90 days) .
Schwab Dividend Top Holders
| EVFMX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity |
| STTIX | Stadion Trilogy Alternative | Mutual Fund | Options Trading |
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity |
| MAGBX | Madison Aggressive Allocation | Mutual Fund | Allocation--70% to 85% Equity |
| EVGRX | Evaluator Growth Rms | Mutual Fund | Allocation--70% to 85% Equity |
| MAGSX | Madison Aggressive Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Schwab Dividend Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Dividend market risk premium is the additional return an investor will receive from holding Schwab Dividend 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 Dividend. 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 Dividend's alpha and beta are two of the key measurements used to evaluate Schwab Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0052 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.09) |
Schwab Dividend Against Markets
Picking the right benchmark for Schwab Dividend 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 Dividend 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 Dividend is critical whether you are bullish or bearish towards Schwab Dividend Equity at a given time. Please also check how Schwab Dividend's historical prices are related to one of the top price index indicators.
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| All Next | Launch Module |
How to buy Schwab Etf?
Before investing in Schwab Dividend, 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 Dividend. To buy Schwab Dividend etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Dividend. 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 Dividend etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab Dividend Equity 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 Dividend Equity 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 Dividend Equity, 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 Dividend guide.
Already Invested in Schwab Dividend Equity?
The danger of trading Schwab Dividend Equity 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 Dividend 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 Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Dividend Equity 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 Dividend Equity is a strong investment it is important to analyze Schwab Dividend'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 Dividend'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 Dividend Equity. 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 Dividend Equity information on this page should be used as a complementary analysis to other Schwab Dividend'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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of Schwab Dividend Equity 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is Schwab Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect Schwab Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Dividend'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.