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SCHD
FollowFigures below come straight from SEC filings: every number is the company's own, on the record.
Revenue
-
Net income
-
as filed with the SEC
Institutions holding
2,148
+84 last quarter
Overview · Schwab U.S. Dividend Equity ETF
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 profile
Fees
0.06% expense ratio ; higher than 39% of the 77 funds we track
Total return · dividends reinvested
| Window | This fund | S&P 500 (SPY) |
|---|---|---|
| YTD | +24.0% | +13.3% |
| 1 year | +30.7% | +17.5% |
| 3 years | +58.5% | +83.1% |
| 5 years | +58.1% | +84.1% |
From split- and dividend-adjusted closes in our own price store. Dashes mean our price history does not reach that far back.
Holdings
101 constituents synced ; the look-through in your portfolio uses this fund's real holdings.
Why there is no desk report here: the analyst desk argues over a company's own SEC filings, and funds do not file 10-Ks or earnings. Signals computed from price history still apply; the evidence-based desk does not.
What history says when its signals fire
Every signal Moneyta surfaces carries its full base-rate history: how often it beat the index, and how often it didn't. See the evidence
The desk's Snapshot
members see every cardRead the full desk report on SCHD
Seven analysts, the debate, the risk review, every claim cited. And the same for every name you hold.
Free plan, no credit card required. Silver opens the full report, $19.99 a month. AI-written · every claim cites a source · Insight, not advice.
The full desk report
Seven AI analysts read the filings and argue both sides. What survives, with every claim cited, for members.
Who holds it, who's buying Gold
Full holder table, quarter-over-quarter flows, insider transactions, and the conviction screen.
Largest holder
Net flow last quarter
Insider buys, 90d
Further reading
Source: SEC EDGAR (XBRL company facts, form 13F-HR). Educational analysis of published data: insight, not advice.