Schwab U.S. Dividend Equity ETF (SCHD) — ETF Analysis on Winston

Key Facts

• Issuer: Schwab
• Asset Class: Stock
• Price: $35.11
• Expense Ratio: 6.00%
• Assets Under Management: $112.0B
• Dividend Yield: 3.23%
• Number of Holdings: 103
• Inception Date: 2011-10-20
• Currency: USD

Winston Score

Schwab U.S. Dividend Equity ETF has a Winston Score of 80 out of 100.

Performance

• 1-Year Return: 26.43%
• 3-Year Return: 44.25%
• 5-Year Return: 36.19%

Top Holdings

ABBOTT LABORATORIES (N/A%), MERCK & CO INC (N/A%), AMGEN INC (N/A%), COCA-COLA (N/A%), CHEVRON (N/A%)

Sector Breakdown

Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%), Financial Services (N/A%)