Schwab US Dividend Equity ETF™ (SCHD) - Morningstar

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Morningstar’s Analysis SCHD

Will SCHD outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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• Process Pillar

  The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHD’s performance objective and investment process is for both security selection and portfolio construction.

• People Pillar

  The People Pillar is our evaluation of the SCHD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

• Parent Pillar

  The Parent Pillar is our rating of SCHD’s parent organization’s priorities and whether they’re in line with investors’ interests.

• Summary
• Process
• People
• Parent
• Performance
• Price

One of the best dividend funds available.

Ryan Jackson

Senior Analyst

Summary

Schwab US Dividend Equity ETF stands out for its sensible, transparent, and risk-conscious approach that should generate better long-term risk-adjusted returns than the Russell 1000 Value Index, its Morningstar Category benchmark.

by Ryan Jackson Rated on Mar 11, 2025 Published on Mar 11, 2025 Start a 7-Day Free Trial

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Portfolio Holdings SCHD

More SCHD Holdings

• Current Portfolio Date Jan 1, 2026
• Equity Holdings —
• Bond Holdings —
• Other Holdings —
• % Assets in Top 10 Holdings 40.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Bristol-Myers Squibb Co	4.23	3B	Healthcare
Merck & Co Inc	4.15	3B	Healthcare
Lockheed Martin Corp	4.07	3B	Industrials
ConocoPhillips	4.02	3B	Energy
AbbVie Inc	3.99	3B	Healthcare
Cisco Systems Inc	3.98	3B	Technology
Chevron Corp	3.97	3B	Energy
Verizon Communications Inc	3.96	3B	Communication Services
Coca-Cola Co	3.95	3B	Consumer Defensive
Altria Group Inc	3.93	3B	Consumer Defensive

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