Deep Dive

The Complete SCHD Guide: Why This ETF Built a Cult Following

Updated January 2026 · 10 min read ·

SCHD isn't just popular—it's achieved something rare in the investing world: a genuine cult following. With over $72 billion in assets, Schwab's flagship dividend ETF has become the go-to choice for investors who want both income AND growth. Here's why.

SCHD at a Glance

Expense Ratio0.06%
Dividend Yield~3.5%
Holdings~100 stocks
Assets$72B+
InceptionOctober 2011
Dividend FrequencyQuarterly

How SCHD Selects Stocks

SCHD tracks the Dow Jones U.S. Dividend 100 Index. But it's not just grabbing the highest-yielding stocks—that's how you end up with value traps. Instead, it uses a quality-first methodology:

1

Dividend History Filter

Companies must have paid dividends for at least 10 consecutive years. This alone eliminates most of the market.

2

Market Cap Screen

Only companies with a minimum market cap threshold qualify. No microcaps or penny stocks.

3

Quality Ranking

Stocks are ranked by cash flow to debt ratio, ROE, dividend yield, and 5-year dividend growth rate.

4

Top 100 Selection

The highest-ranking 100 companies make the cut, weighted by modified market cap.

Top 10 Holdings (2026)

RankCompanySectorWeight
1BroadcomTechnology4.5%
2AbbVieHealthcare4.3%
3Home DepotConsumer Disc.4.2%
4Cisco SystemsTechnology4.1%
5ChevronEnergy4.0%
6Coca-ColaConsumer Staples3.9%
7VerizonCommunication3.8%
8PepsiCoConsumer Staples3.7%
9MerckHealthcare3.6%
10Lockheed MartinIndustrials3.5%

Notice something? No banks. SCHD's methodology naturally excludes most financial sector stocks due to their lower quality scores.

The Dividend Growth That Made SCHD Famous

This is the real selling point. SCHD doesn't just pay dividends—it grows them consistently, year after year.

2019$1.72/share+3.4%
2020$2.03/share+18.0%
2021$2.25/share+10.8%
2022$2.56/share+13.8%
2023$2.67/share+4.3%
2024$2.92/share+9.4%
Why this matters: If you bought SCHD 5 years ago at ~$55/share, your yield on cost is now over 5.3%. In another 5 years at this growth rate, it could be 9%+.

Is SCHD Right for You?

Great For:

  • Long-term investors (10+ year horizon)
  • Taxable accounts (qualified dividends)
  • Dividend growth strategy
  • Core portfolio holding
  • Investors who want lower volatility than S&P 500

Not Ideal For:

  • Income needed immediately (yield is ~3.5%)
  • Tech-heavy growth investors
  • Those wanting international exposure
  • Aggressive growth seekers

Common Questions

Should I invest in SCHD or VTI?

Different purposes. VTI gives you total US market exposure including growth stocks. SCHD is specifically for quality dividend payers. Many investors hold both—VTI for broad growth, SCHD for income-focused allocation.

Is SCHD safe during recessions?

Relatively speaking, yes. The quality-focused methodology means holdings tend to be established companies with strong balance sheets. During 2022's downturn, SCHD outperformed the S&P 500. That said, it's still equities—expect volatility.

When does SCHD pay dividends?

Quarterly—typically in March, June, September, and December. Ex-dividend dates are usually mid-month with payment a few days later.

Calculate Your SCHD Returns

See exactly how much dividend income you could build over 5, 10, or 20 years.