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As of September 15, 2026, Schwab U.S. Dividend Equity ETF (SCHD) trades at $34.34. RSI at 31 is in neutral territory, and the price is above its 50-day average of $33.84.

Schwab U.S. Dividend Equity ETF (SCHD)

Schwab U.S. Dividend Equity ETF NYSE

$34.34 0.2200 (0.64%)
At close: Sep 14, 4:00 PM EDT
AI Analyst Consensus
Buy
75 / 100
Schwab U.S. Dividend Equity ETF (SCHD) is an income-oriented equity ETF designed to track the Dow Jones U.S. Dividend 100 Index. The fund focuses on U.S. companies with a history of consistent dividend payments, applying quality screens for cash flow, return on equity, dividend yield, and dividend growth. Its strategy aims to provide diversified exposure to large-cap dividend-paying stocks across various sectors, making it a core holding for investors seeking income. SCHD distributes income quarterly and is managed passively by Charles Schwab Investment Management.

SCHD Price Analysis

Market Metrics

Open
$34.35
Day Range
$34.28 to $34.51
Prev Close
$34.12
Volume
22.87M
52-Week Range
$26.32 to $35.31

SCHD Fund Facts

Schwab U.S. Dividend Equity ETF is an exchange-traded fund that seeks to track the performance of the Dow Jones U.S. Dividend 100 Index. The fund focuses on U.S. companies with a consistent record of dividend payments and applies additional quality screens based on measures such as cash flow, return on equity, dividend yield, and dividend growth.

Issuer
Schwab ETFs
Category
Large Value
Inception
Oct 20, 2011
Expense ratio
0.06%
Net assets
$112.34B
NAV
$34.80
Distribution yield
3.00%
YTD return
29.20%
Turnover
30.00%

Sector weights

Energy 15.4%
Healthcare 21.5%
Technology 12.9%
Industrials 7.5%
Consumer Cyclical 6.9%
Consumer Defensive 19.5%

Trailing returns vs category

Period SCHD Category
YTD 29.20% 7.82%
1 month 4.28% 6.23%
3 months 8.24% 3.90%
1 year 29.45% 26.16%
3 years 16.18% 15.87%
5 years 10.01% 10.13%
10 years 13.17% 11.26%

Fund reference data as of Sep 15, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.

SCHD Analysis

AI Technical Analysis Buy
Against the S&P 500, SCHD's recent price action shows weakness, trading below its 20-day Exponential Moving Average (EMA) at $34.47. The Relative Strength Index (RSI) is at 30.67, indicating bearish momentum. However, the ETF remains above its 50-day Simple Moving Average (SMA) of $33.84 and its 200-day SMA of $31.32, suggesting that the longer-term uptrend is still intact. The Stochastic indicator is at 31.75, also pointing to oversold conditions in the short term.
ProTips
  • Monitor the 50-day SMA at $33.84 for potential support in case of further price declines.
  • Consider the ETF's sector concentration in Healthcare and Consumer Defensive when assessing overall portfolio risk.
  • Given the bearish short-term technicals, dollar-cost averaging may be a prudent strategy for new positions.
Market Outlook
The outlook for SCHD is cautiously optimistic, balancing its strong long-term dividend growth strategy against current technical weakness. The fund's focus on quality dividend payers and its solid historical performance against its category suggest resilience. However, the current bearish technical momentum, with the price below its 20-day EMA and a low RSI, indicates potential for near-term volatility. Investors should monitor the 50-day SMA at $33.84 as a key support level. Over the next 6-12 months, SCHD's performance will likely depend on the broader market sentiment towards value and income-oriented equities, as well as the Federal Reserve's monetary policy. A continued focus on dividend growth and quality metrics by the underlying index could support the ETF, but rising interest rates or a significant economic slowdown could pose challenges.

Market Correlations

How this etf moves relative to other assets

Based on 1 year of daily price data. Correlations may vary over different time periods.

S&P 500 (SPY) +0.61
Moderate correlation
Nasdaq 100 (QQQ) +0.41
Moderate correlation
Bitcoin (BTC) +0.02
Weak correlation
Gold (XAU) +0.08
Weak correlation
Check Custom Correlation

How does any other asset move with SCHD? One year of daily closes, Pearson correlation.

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Key Statistics

Expense Ratio 0.0600%
Yield 3.05%
Day High $34.51
Day Low $34.28
52 Week High 35.31
52 Week Low 26.32
SCHD holds 99.93% in stocks, with significant sector concentration in Healthcare (21.48%), Consumer Defensive (19.46%), and Energy (15.41%). The fund's expense ratio is a low 0.06%, costing $6.00 per $10,000 invested annually. With net assets of over $112.33 billion, SCHD is a substantial ETF. Its strategy focuses on quality dividend-paying U.S. businesses, aligning with a core income-oriented equity approach within the U.S. market.

Earnings & Growth Analysis

Its underlying holdings are focused on companies with strong dividend payment histories and quality financial metrics. The ETF's strategy emphasizes measures like cash flow, return on equity, and dividend growth, suggesting an aggregate focus on profitable and stable businesses. The sector breakdown indicates a significant weighting towards established industries, which typically exhibit more predictable earnings trends.

Key Risks

The primary risk for SCHD lies in its sector concentration, particularly in Healthcare and Consumer Defensive, which could underperform if those sectors face headwinds. Additionally, a significant shift in interest rate policy or a broad market downturn could negatively impact dividend-paying stocks. The ETF's current bearish technical momentum, with the price below its 20-day EMA and a low RSI, signals potential for further short-term price declines.

Technical Indicators i

RSI (14) 30.67
MACD 0.09
SMA 50 33.84
SMA 200 31.32
Technical Rating Bullish
RSI
Bearish
SMA Cross
Bullish
Price vs SMA
Bullish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($33.84) above the 200-day SMA ($31.32), price action is firmly bullish above key moving averages.

SCHD Trade Plans

Specific entry, exit, and risk management levels

Select Your Trade Bias
Risk Tolerance
Conservative 2% Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →

Long entry pick an entry style

Conservative
$33.65
2% below current price (Pullback entry)
Lower risk, wait for pullback
Aggressive
$34.34
Buy at current price
Higher risk, immediate entry

Risk Management

STOP LOSS
$32.64
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (30.7) and current market volatility

Profit Targets (Based on Conservative Entry)

TARGET 1
$35.34
+5% (Conservative)
+2.9% (Aggressive)
TARGET 2
$37.02
+10% (Conservative)
+7.8% (Aggressive)
TARGET 3
$38.70
+15% (Conservative)
+12.7% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
ETF Investment Disclaimer
This AI-generated analysis of SCHD is for educational purposes only and does not constitute investment advice. ETFs are subject to market risk including possible loss of principal. Performance depends on the underlying index or assets tracked. Read the fund prospectus before investing. Past performance does not guarantee future results. Generated on September 15, 2026.

Growth of $10,000

A $10,000 investment in SCHD in September 2016 would be worth about $24,540 today, compared with about $35,344 for the same investment in the S&P 500 benchmark.

Compare with Another Ticker

Monte Carlo Projection (10yr)

CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in SCHD today could grow to about $22,233 by 2036 in the base case, with a bull case near $44,089 and a bear case around $11,212. Projections are statistical simulations, not guarantees.

SCHD ETF Price Prediction: 2030

CleaRank's simulation projects a price near $47.27 for SCHD by 2030 in the base case, from $34.34 today (1.4x over 4 years). The downside path ends near $30.66. These are outcomes of a Monte Carlo simulation run on SCHD's historical return distribution, not price targets, and they assume no dividends are reinvested.

SCHD simulated price paths by year
Year Downside (10th pct) Base case Upside (90th pct)
2027 $29.96 $37.20 $46.19
2028 $29.66 $40.29 $54.72
2029 $29.99 $43.64 $63.50
2030 $30.66 $47.27 $72.89
2031 $31.55 $51.20 $83.09
2032 $32.64 $55.46 $94.26
2033 $33.88 $60.08 $107
2034 $35.27 $65.07 $120
2035 $36.82 $70.49 $135
2036 $38.50 $76.35 $151

Method: 10,000 simulated price paths using SCHD's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.

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Frequently Asked Questions

What is the expense ratio for the Schwab U.S. Dividend Equity ETF (SCHD)?
The Schwab U.S. Dividend Equity ETF (SCHD) has an expense ratio of 0.06%, which translates to an annual cost of $6.00 for every $10,000 invested.
What sectors does SCHD concentrate in?
SCHD is concentrated in Healthcare at 21.48%, Consumer Defensive at 19.46%, and Energy at 15.41%. The fund's strategy focuses on U.S. companies with a consistent record of dividend payments and strong quality screens.
What is the current distribution yield for SCHD?
The Schwab U.S. Dividend Equity ETF (SCHD) currently has a distribution yield of 3.05%.
How has SCHD performed against its category over the past year?
Over the past year, SCHD returned 29.45%, outperforming its category return of 26.16%.
What are the key technical levels for SCHD?
SCHD is currently trading below its 20-day EMA of $34.47, but above its 50-day SMA of $33.84 and its 200-day SMA of $31.32. The RSI is at 30.67, indicating bearish momentum.
What is the outlook for SCHD stock price prediction in 2030?
Based on Monte Carlo simulations, the projected base price for SCHD in 2030 is $47.27, with a downside price of $30.66. These figures represent statistical simulation outcomes, not price targets or guarantees.
What is the insider and institutional activity for SCHD?
Data on insider and institutional activity for ETFs like SCHD is not directly applicable as they are not individual companies with tradable shares in the same manner. Fund flows and overall investor sentiment towards dividend-focused ETFs are more relevant indicators.

Disclaimer: CleaRank.com is a financial data and analytics provider, not a registered investment advisor, broker-dealer, or financial regulatory body. The ETF analysis and AI-generated insights presented for SCHD are for educational and informational purposes only and do not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. ETFs are subject to market risk, including the possible loss of principal. ETF performance depends on the underlying index or assets it tracks, and past performance does not guarantee future results. Expense ratios, tracking error, and liquidity vary by fund. All trade setups and performance metrics shown are hypothetical, hindsight-based, and simulated. Market data is provided "as-is" and may be delayed by 15 minutes or more. Investors should read the fund prospectus carefully before investing. Consult a qualified financial advisor for personalized guidance. Analysis generated on September 15, 2026.

Disclaimer:

Engaging in financial markets carries significant risk of total capital loss. Markets are volatile, unpredictable, and past success does not guarantee future results. Never invest funds you cannot afford to lose. CleaRank does not offer financial, investment, or advisory services. We provide no recommendations, endorsements, or guarantees regarding market outcomes. You alone are responsible for your decisions.

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