SCHD ETF Analysis: Schwab U.S. Dividend Equity | NYSE

Large Value | NYSE, USA | Market Cap: 100.888m USD | 12M Return: 27.4% | Charts, Fundamentals & Technical Analysis

High Dividend Stocks, Large Cap Value, U.S. Equities, Income Investing
Total Rating 79
Safety 61
Buy Signal 0.22
Large Value
Category Rotation: +0.5
TER: 0.06%
AUM: 101B
Avg Turnover: 650M
Risk 3d forecast
Volatility11.7%
VaR 5th Pctl2.01%
VaR vs Median-4.57%
Reward TTM
Sharpe Ratio1.83
Rel. Str. IBD69.4
Rel. Str. Peer Group79.8
Character TTM
Beta0.471
Beta Downside0.540
Hurst Exponent0.471
Drawdowns 3y
Max DD16.13%
CAGR/Max DD0.87
CAGR/Mean DD4.20

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.6% 16
Feb +1.1% 14
Mar -0.4% 11
Apr -0.8% 14
May +0.1% 23
Jun -1.0% 27
Jul +2.6% 23
Aug -0.1% 8
Sep -2.0% 39
Oct -1.1% 21
Nov +2.5% 51
Dec -0.3% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SCHD Schwab U.S. Dividend Equity

The Schwab U.S. Dividend Equity ETF (SCHD) is a passively managed fund that seeks to track an index of high dividend yielding U.S. large-cap stocks. The underlying index selects companies with a consistent history of paying dividends and screens them for fundamental strength relative to peers using financial ratios. The fund commits at least 90% of its net assets to the stocks comprising this index.

As a large-cap value ETF, SCHD concentrates on established U.S. companies that typically generate stable cash flows and return capital to shareholders through regular dividend payments. Launched in October 2011, the fund operates under a passive index-tracking business model, distinguishing it from actively managed dividend strategies that rely on manager selection.

Headlines to Watch Out For
  • Fed rate cuts boost dividend stock appeal versus bonds
  • Record ETF inflows push SCHD AUM above $95 billion
  • Index rebalancing shifts exposure toward financials and energy
What is the price of SCHD shares?

As of July 28, 2026, the stock is trading at USD 33.43 with a total of 23,974,412 shares traded. Over the past week, the price has changed by +2.08%, over one month by +4.70%, over three months by +8.24% and over the past year by +27.42%.

Current recommended Stop Loss: 32.50 (which is 2.8% or 2.5 ATR below the current price).

Is SCHD a buy, sell or hold?

Schwab U.S. Dividend Equity has no consensus analysts rating.