Schwab U.S. Dividend Equity ETF SCHD

ASignal view: Neutral

To pursue its goal, the fund generally invests in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The fund will invest at least 90% of its net assets in these stocks.

Fund facts

Category
Large Value
Expense ratio
0.06%
AUM
$107.89B

Sector breakdown

Consumer Defensive20.1%
Healthcare19.3%
Technology16.0%
Energy15.3%
Financial Services9.2%
Industrials7.3%
Consumer Cyclical6.7%
Communication Services5.9%
Utilities0.1%

Asset allocation

Stock Position99.9%
Cash Position0.1%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 21% · NEUTRAL 79% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
TXNTexas Instruments Inc4.7%Bullish
QCOMQualcomm Inc4.6%Neutral
PGProcter & Gamble Co4.2%Neutral
MRKMerck & Co Inc4.1%Neutral
KOCoca-Cola Co4.1%Neutral
CVXChevron Corp4.1%Bullish
AMGNAmgen Inc4.0%Neutral
UNHUnitedHealth Group Inc4.0%Neutral
PEPPepsiCo Inc3.9%Neutral
VZVerizon Communications Inc3.9%Neutral