SCHD Holdings, Dividends, and Growth Rate Analysis

SCHD is an ETF managed by Charles Schwab. It tracks the Dow Jones U.S. Dividend 100 Index and selects 100 U.S. securities, excluding REITs, ranked by their dividends. SCHD aims to track an index of companies that pay stable dividends in the U.S. market.

SCHD Price Trend

The TradingView chart below shows SCHD's price trend from its launch in 2011 to the present. It fell to $45 during the 2020 COVID-19 crisis and has since climbed back up to $70 as of August 2023.

SCHD Dividend and Dividend Growth History

SCHD (Schwab U.S. Dividend Equity ETF) is an ETF focused on stable dividends, so its dividend and dividend growth history is a very important metric for investors.

Here is SCHD's annual dividend and dividend growth history from 2011 to 2022. Statistically, it shows a dividend growth rate of roughly 10% per year.

Simple vs. Compound Returns on a KRW 100 Million Investment in SCHD

So how would simple and compound returns differ if you invested KRW 100 million in SCHD? Since we can't track SCHD's price for every single year, we'll compare dividend income only, excluding any capital gains from SCHD's price movements.

To sum up, total dividend income is $16,516 with simple returns and $17,759 with compound returns. For reference, the backtesting simulation assumes KRW 100 million = 1,000 SCHD shares for convenience, and assumes all dividend income is reinvested in SCHD at an average price of $50.

SCHD Holdings

Here are SCHD's top 10 holdings as of June 13, 2023. Note that SCHD's holdings change over time depending on market and company conditions (market cap and dividend status).