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
$112.34B

Sector breakdown

Healthcare21.5%
Consumer Defensive19.5%
Energy15.4%
Technology12.9%
Financial Services9.8%
Industrials7.5%
Consumer Cyclical6.9%
Communication Services6.5%
Utilities0.1%

Asset allocation

Stock Position99.9%
Cash Position0.1%

Signal overlay

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

BULLISH 19% · NEUTRAL 81% · BEARISH 0%

Top holdings

SymbolNameWeightASignal
MRKMerck & Co Inc4.8%Neutral
ABTAbbott Laboratories4.8%Neutral
AMGNAmgen Inc4.7%Neutral
KOCoca-Cola Co4.2%Neutral
VZVerizon Communications Inc4.0%Neutral
CVXChevron Corp3.9%Bullish
HDThe Home Depot Inc3.9%Neutral
COPConocoPhillips3.9%Bullish
UNHUnitedHealth Group Inc3.8%Neutral
PGProcter & Gamble Co3.8%Neutral
Schwab U.S. Dividend Equity ETF (SCHD) ETF - holdings, fund data, ASignal view