MAY 26·247wallst.com→
SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks
Schwab U.S. Dividend Equity ETF (SCHD) holds 105 stocks and charges 0.06%, tracking the Dow Jones U.S. Dividend 100 Index, which screens for dividend history, cash-flow coverage, return on equity, yield, and five-year growth. The article says SCHD’s top 10 positions account for about 42% of assets. It reports SCHD is up 21% YTD vs. 9% for the S&P 500, but notes pharma patent risks and energy sensitivity.
MAY 26·finance.yahoo.com→
SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks
Schwab U.S. Dividend Equity ETF (SCHD) holds 105 stocks but, according to the article, concentrates 42% of assets in its top 10 positions, including Texas Instruments, UnitedHealth, and Qualcomm. The report says SCHD’s dividend-quality screen can’t anticipate risks like pharma patent cliffs and energy cycles. It notes SCHD is up 21% YTD versus 9% for the S&P 500, but trails over five years.