The Schwab U.S. Dividend Equity ETF (SCHD) is highly regarded for its stringent selection criteria, which assess balance sheet quality, yield, and dividend growth history. This focus results in a durable, high-quality investment portfolio.
Over the past decade, a $1,000 investment in SCHD would have grown to approximately $3,400, assuming annual returns of about 13% with reinvested dividends. However, this would have required holding the investment throughout market fluctuations such as the 2018 mini-bear market, the 2020 COVID-19 crash, and the 2022 bear market, all while tech stocks dominated the market.
For a long-term strategy, consistent investments, patience, and dividend reinvestment are essential for maximizing returns. Current details include:
- Today’s Change: -0.09% ($-0.03)
- Current Price: $34.87
- AUM: $112B
- Dividend Yield: 3.01%
- Expense Ratio: 0.06%
- Top Holdings: Merck (MRK) 4.83%, Amgen (AMGN) 4.79%, Abbott (ABT) 4.75%.
For investors looking to build wealth over time, the Schwab U.S. Dividend Equity ETF remains a solid choice.
