Schwab US Dividend Equity ETF

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SCHD : n.a. :
$50.61 up 0.36 | 0.72%
Today's Range: 50.4038 - 50.62
Avg. Daily Volume: 0
02/23/18 - 11:25 AM ET
RETURN AND EXPENSE COMPARISON (as of Jan 2017)
SCHD Return and Expenses Comparison Chart
1 Month: 0.23% 1 Year: 23.68%
3 Month: 7.69% 3 Year: 12.54%
6 Month: 15.07% 5 Year; 14.74%
Year-to-Date 1.95%    
Last Dividend
(12/18/2017)
$0.35    
Last Cap Gain 0.0    
Expense Ratio 0.07%    
MOST RECENT RATINGS CHANGES
Date Price Action From To
08/31/2017 $45.84 Upgrade HOLD BUY
06/30/2017 $45.10 Downgrade BUY HOLD
Sector Allocation
SCHD Sector Allocation Chart
Basic Materials1.19%
Capital Goods6.75%
Technology23.49%
Consumer Staples20.73%
Healthcare9.61%
Energy6.03%
Finance3.61%
Transportation2.56%
Communication Services4.83%
Utilities0.54%
Miscellaneous4.24%
RETURN AND VOLATILITY MEASURES
 1 Year3 Year
Alpha2.27%1.9%
Beta0.92%0.87%
R-squared77.0%87.0%
Standard Deviation5.57%9.38%
Semi-deviation0.33%1.43%
Definitions:
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
Top Ten Holdings
Pfizer Inc 5.07%
Verizon Communications Inc 4.83%
Home Depot Inc 4.8%
Intel Corp 4.77%
Microsoft Corp 4.68%
Procter & Gamble Co 4.66%
Exxon Mobil Corp 4.61%
Johnson & Johnson 4.52%
Coca-Cola Co 4.49%
PepsiCo Inc 4.33%
 

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