SCHD
DividendSchwab U.S. Dividend Equity ETF
Schwab · Tracks Dow Jones US Dividend 100 Index · Inception Oct 20, 2011
Composite score
Based on a 0.060% expense ratio.
Based on $95.73B in net assets.
Top-10 holdings represent 42.5% of net assets.
Dividend base · ETF wrapper · 3.24% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use SCHD in our tools
Tool · Cost
Compare SCHD's fee against another fund
Compounds the 0.060% expense ratio against a peer over decades.
Tool · Overlap
Compare SCHD's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Dividend funds.
Tool · TLH
Find a tax-loss harvesting partner for SCHD
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Lockheed Martin Corp | 4.82% |
| 2 | ConocoPhillips | 4.32% |
| 3 | Verizon Communications Inc | 4.31% |
| 4 | Chevron Corp | 4.31% |
| 5 | Bristol-Myers Squibb Co | 4.28% |
| 6 | Merck & Co Inc | 4.24% |
| 7 | Altria Group Inc | 4.14% |
| 8 | Texas Instruments Inc | 4.06% |
| 9 | Coca-Cola Co/The | 4.03% |
| 10 | PepsiCo Inc | 4.01% |
Compare SCHD with another fund
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Similar ETFs by holdings overlap
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