SCHD
Schwab US Dividend Equity ETF · Schwab
Dividend ETFs
1Y Return
+31.7%
Expense Ratio
0.06%
AUM
$106B
Dividend Yield
3.09%
Avg Annual Growth (10Y)
+8.7%
Issuer
Charles Schwab

Overview

Tracks the Dow Jones U.S. Dividend 100 Index. Screens for 100 high-quality US companies with at least 10 years of consecutive dividend payments and strong fundamentals.

Top Holdings

TickerHoldingWeight
ABBVAbbVie Inc.4.3%
AMGNAmgen Inc.4.1%
CVXChevron Corp.4.0%
KOCoca-Cola3.8%
VZVerizon Comm.3.7%
PEPPepsiCo Inc.3.5%
TXNTexas Instruments3.4%
PFEPfizer Inc.3.2%
CSCOCisco Systems3.1%
MRKMerck & Co.2.9%

Fund Details

Index
DJ US Dividend 100
# Holdings
100
Inception
Oct 2011
Exchange
NYSE Arca
Structure
Open-End Fund
Distribution
Quarterly
Avg Annual Growth (10Y)
+8.7%
Avg Annual Yield (10Y)
3.09%

Investment Thesis

SCHD is the gold standard for quality dividend investing, combining a rigorous 10-year consecutive dividend payment screen with fundamental quality metrics including cash flow to debt ratio, return on equity, dividend yield, and 5-year dividend growth rate. The resulting 100-stock portfolio represents the most financially sound dividend-paying companies in the US with demonstrated commitment to returning capital.

Who It's For

Income investors, retirees, and those building a dividend growth portfolio for long-term wealth accumulation. SCHD is ideal for taxable accounts seeking qualified dividend income and for investors in the transition from accumulation to distribution phase. Pairs excellently with VYM for those wanting both high-quality dividend growth and current income yield within a diversified dividend equity strategy.

10-Year History

Annual Closing Price
YearClose% Chg
2016$13.83--
2017$16.31+17.9%
2018$14.99-8.1%
2019$18.53+23.6%
2020$20.72+11.8%
2021$26.16+26.3%
2022$24.55-6.2%
2023$24.98+1.8%
2024$27.31+9.3%
2025$27.84+1.9%
Annual Dividend Yield
YearYield
20162.92%
20172.70%
20183.06%
20192.96%
20203.08%
20212.82%
20223.28%
20233.54%
20243.38%
20253.14%
Annual AUM
YearAUM% Chg
2016$4.9B--
2017$7.0B+42.9%
2018$8.4B+20.0%
2019$11.0B+31.0%
2020$17.0B+54.5%
2021$32.0B+88.2%
2022$35.0B+9.4%
2023$50.0B+42.9%
2024$67.0B+34.0%
2025$101.0B+50.7%

Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.

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