Pfizer

AbbVie

BlackRock

Coca-Cola

Cisco Systems

Bristol-Myers

Texas Instruments

PepsiCo

Amgen

Lockheed Martin

Schwab US Dividend Equity ETF

SCHD tracks a market-cap-weighted index of 100 dividend-paying US equities.

Schwab U.S. Dividend Equity ETF™ has undergone a major change in its holdings, eliminating and replacing 23 stocks contributing 1/5 of its dividend. Four of the added stocks are flagged as very risky by Seeking Alpha's Quant rating system. Only a handful of the added stocks rank well on Dividend Safety, Growth, Consistency, and yield.

SCHD's Reconstitution Adds Too Many Stocks With Mediocre Quant Ratings

Schwab U.S. Dividend Equity ETF™'s Index reconstituted and rebalanced on Monday, substituting 23 stocks. Broadcom and Merck are out, while Bristol-Myers Squibb is now SCHD's fourth-largest holding. This year's changes emphasized dividend safety over dividend growth.  SCHD's free cash flow to total debt, return on equity, and dividend payout ratios all improved. However, estimated sales and earnings per share growth rates dwindled further, indicating the high dividend growth of the past is unlikely.

SCHD: The Rebalance Is Complete

Investor frustration mounts as SCHD lags behind the soaring S&P 500, raising doubts about its long-term performance moving forward. Despite these short-term view concerns, historical data predating the fund's inception in 2011 points to a resilient methodology fit to handle today's economic challenges long term. There are several macroeconomic factors on the horizon I believe SCHD will benefit from to continue growing its share price.

SCHD: Why I'm Continuing To Invest In 2024

Vanguard Total Bond Market ETF

Invesco Nasdaq 100 ETF

Vanguard Real Estate ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Vanguard Growth ETF

It's hard to beat index funds for simplicity and low fees -- and performance, too. Most large-cap stock funds have underperformed the S&P 500 index.

These 7 Index ETFs Are a Retiree's Best Friend

Amazon

British American Tobacco

Pacer US Cash Cows 100 ETF

Enbridge

Enterprise Products Partners

iShares Russell Top 200 Growth ETF

KFA Mount Lucas Index Strategy ETF

Lear

Altria

MPLX

Netflix

ServiceNow

NVIDIA

Invesco S&P 500 GARP ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.

Building A 4% Yielding Sleep Well At Night Retirement Portfolio With 16 Blue-Chip Stocks And ETFs

What's all the fuss about? Schwab U.S. Dividend Equity ETF™ provides stable income and long-term capital appreciation, but may underperform in terms of growth. The SCHD ETF is invested in 104 diversified holdings across various sectors, with the top 5 holdings accounting for 22.4% of the portfolio. The top 5 holdings include Broadcom, AbbVie, The Home Depot, Merck, and Texas Instruments, offering a combination of growth and dividend yield.

We're Avoiding Nightmares With SCHD

Alerian MLP ETF

VanEck Vectors BDC Income ETF

SPDR Gold Trust

JPMorgan Nasdaq Equity Premium Income ETF

InfraCap REIT Preferred ETF

Utilities Select Sector SPDR Fund

Building a dividend income snowball for retirement provides clarity and reduces sequence of returns risk. This article provides a sample portfolio of seven funds that can easily fund a retirement with a $1.5 million nest egg. The portfolio should generate around $6,500 per month in sustainable passive income along with a hedge against bad times hitting.

A Strategy For $6500 Monthly Dividends From A 7-Fund Portfolio

Best Buy

Cincinnati Financial

Restaurant Brands

Sempra Energy

Turning Point Brands

Vistra Energy

Dividend King Cincinnati Financial increases dividend by 8%, extending their 64-year streak.

6 Upcoming Dividend Increases Including A Dividend King

iShares Bitcoin Trust

Invesco QQQ

VanEck Morningstar Wide Moat ETF

Exchange-Traded Funds (ETFs) are some of the best assets to invest in, especially for long-term investors. These funds offer diversification, often at a low cost.

Dream ETF portfolio: MOAT, IBIT, SCHD, COWZ and QQQ

Schwab Fundamental International Large Co. Index ETF

Schwab U.S. Large-Cap Growth ETF

Schwab U.S. REIT ETF

Schwab U.S. Large-Cap ETF

Investing in a broad swath of American companies has long been a powerful move. You might diversify your portfolio, though -- perhaps into international stocks or real estate.

5 Charles Schwab ETFs That Could Help You Retire a Millionaire

Investing in the stock market is one of the surest ways to create wealth over time. But over short periods, there is extreme volatility.

SCHD ETF Spotlight: The Top 6 Stocks Inside This Dividend Monster

Dividend funds have lost favor as rising yields make other assets more attractive on a risk adjusted basis. The Schwab U.S. Dividend Equity ETF has slowed in performance but remains a top dividend ETF due to a superior underlying index. SCHD's index methodology focuses on high-quality dividend-paying companies, providing a solid foundation for success.

SCHD: Likely The Best Dividend Fund Around

WisdomTree Emerging Markets High Dividend Fund

WisdomTree Global High Dividend Fund

WisdomTree U.S. High Dividend Fund

WisdomTree International High Dividend Fund

AAM S&P Emerging Markets High Dividend Value ETF 

Fidelity High Dividend ETF

Xtrackers MSCI All World ex US High Dividend Yield Equity ETF

Xt EAFE Div Yld Shs

iShares Core High Dividend ETF

Voya Asia Pacific High Dividend Equity Income Fund

Voya Emerging Markets High Income Dividend Equity Fund

Invesco KBW High Dividend Yield Financial ETF

Legg Mason Low Volatility High Dividend ETF

Legg Mason International Low Volatility High Dividend ETF

Newmont Mining

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN

AAM S&P 500 High Dividend Value ETF

Invesco S&P 500 High Dividend Low Volatility ETF

SPDR Portfolio S&P 500 High Dividend ETF

Timothy Plan High Dividend Stock ETF

Dividend stocks, including REITs and utilities, have underperformed in recent years. Rising interest rates and increasing costs of capital have contributed to the underperformance. The beginnings of a strong dividend stock rally may have just begun on the back of some very good news.

Very Good News For Dividend Stocks

Money market funds currently offer high yields, but there is a risk of a significant decline in interest rates, leading to a mass exodus from these funds. Investors should consider buying dividend stocks now to lock in high yields and potentially benefit from capital gains as rates fall. The Schwab U.S. Dividend Equity ETF and British American Tobacco are two investment options to consider for high yields and potential capital gains.

A Mass Exodus Of $6 Trillion In Money Market Funds Can Fuel Big Gains For SCHD

The key offering of SCHD lies in the dividend yield that is coupled with juicy growth prospects. This way, investors can theoretically access the income compounding story. However, considering the facts and market dynamics, both of these aspects (yield and growth) have significantly weakened, in absolute and relative terms. In this article, I provide a more granular color on the underlying reasons why I think that SCHD is not that enticing at these levels.

SCHD: Weak Dividend Growth Prospects And An Unattractive Current Yield (Rating Downgrade)

First Trust Morningstar Dividend Leaders Index Fund

Invesco High Yield Equity Dividend Achievers ETF

DGI investors buy companies with long histories of increasing dividend payments. The strategy works because it shifts investors' attention to regular income payments, meaning they'll stay invested for longer. ETFs can supercharge the DGI strategy through rebalancings, regularly allocating more to higher-yielding stocks. In addition, investors can take advantage of an ETF's unique structure to avoid tax consequences. However, ETF screeners, as currently designed, are inadequate for DGI investors. They provide little to no information about an ETF's dividend safety, growth, or quality.

DGI ETF Investors: Don't Make These Common Mistakes When Screening

Chevron

Like dividend aristocrats, dividend stock champions can span various industries. They are generally considered companies that continue to raise dividends over time and have stable business models.

3 Evergreen Dividend Stock Champions to Buy Now and Hold Forever

The Schwab U.S. Dividend Equity ETF has been trading sideways and underperforming the S&P 500 and its rival Vanguard High Dividend Yield Index Fund ETF. There are risks to investing in SCHD, including market volatility and the potential for a credit crunch and debt defaults. Despite downgrading my view on SCHD to neutral, I'm holding onto the position due to its reliable dividend and as a component of my income-producing portfolio.

SCHD Is Treading Water And Isn't Performing As Well As It Once Was

WisdomTree US Quality Dividend Growth Fund

Siren DIVCON Leaders Dividend ETF

NETLease Corporate Real Estate ETF

Global X S&P 500 Quality Dividend ETF

First Trust NASDAQ Technology Dividend Index Fund

Vanguard Dividend Appreciation ETF

Vanguard Utilities ETF

Vanguard FTSE Emerging Markets ETF

Vanguard Total International Stock ETF

Vanguard High Dividend Yield ETF

Vanguard International High Dividend Yield ETF

Dividend growth investing allows for versatility in portfolio construction and strategies. Tax considerations, such as the difference between taxable accounts and IRAs, add complexity to investing decisions. I discuss my approach to dividend investing in my Roth IRA and taxable accounts, emphasizing long-term dividend growth in one and maximizing current and future income in the other.

How I Construct My Dividend Growth-Focused Roth IRA Portfolio

Automatic Data Processing

ASML Hld

Broadcom

Cohen & Steers

EOG Resources

Fastenal

Home Depot

Infosys

Lowe's

Lam Research

Landstar System

Mastercard

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

SPDR S&P 500 ETF Trust

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists. The portfolio returned 6.99% in February, outperforming the S&P 500 by 1.65%.

4 Factor Dividend Growth Portfolio - Firing On All Cylinders

The Schwab US Dividend Equity ETF (SCHD) stock price has soared to a record high as the fear and greed index has jumped. The fund has risen in the past five months straight as demand for US equities rose.

SCHD ETF stock forecast: soars to record high as inflows jump

The valuation and price gaps between the Schwab U.S. Dividend Equity ETF and the S&P 500 Index have widened over the past six months. I believe that the market will shift towards solid value stocks with stable yields, benefiting SCHD in the medium term. Hedge funds recently started to exit tech stocks. I'm not sure where they will put their spare money next, but most likely it will be the defensive sectors.

I Still Think SCHD Should Start Beating SPY Shortly [Upgrade]

Global X SuperDividend US ETF

Medical Properties Trust

NextEra Energy

Realty Income Corp

Dividend stocks have underperformed in recent years, with REITs and utilities experiencing particularly severe underperformance. We discuss the reasons why dividend stocks have underperformed so badly. We also share why the bad news is likely not over.

Very Bad News For Dividend Stocks

JPMorgan Equity Premium Income ETF

Retiring with dividends provides financial freedom and security, allowing retirees to focus on enjoying their golden years and pursuing their passions. Dividend income reduces the risk of relying on capital appreciation and market volatility to fund living expenses. We compare three leading dividend ETFs to see which is the best option for retiring with dividends.

The Best ETF For Retiring With Dividends: SCHD, VIG, Or JEPI?

Goldman Sachs suggests that the recent increase in market yields is due to a more positive economic growth outlook rather than concerns about inflation, which could benefit value and cyclicals. The outperformance of risk-on sectors like Consumer Discretionary and Industrials indicates a shift away from large-cap US tech stocks as the market's rally broadens. I have a buy rating on SCHD given its low valuation, high yield, and portfolio exposure, though seasonal risks are in play.

Dividend Payers Cheap, Market Momentum Turning In Favor Of SCHD

News for Schwab US Dividend Equity ETF ETF (SCHD)