Schwab US Dividend Equity ETF

SCHD

Market cap $85.3B

The Schwab U.S. Dividend Equity ETF holds 100 top dividend stocks. It focuses on companies that pay higher-yielding dividends that are growing at above-average rates.

An overlooked opportunity is quietly delivering high current income and inflation-beating growth. I share an 8%+ yielding income machine with surprisingly strong growth. While other high-yield opportunities are wobbling in the current environment, this one may be built to endure.

Creating a meaningful portfolio of passive income is a worthwhile exercise for many investors.

President Trump's recent Supreme Court disagreement (with regard to tariffs) creates macroeconomic challenges, and the popular dividend ETF, The Schwab US Dividend Equity ETF, is directly impacted. The Fed's massive balance sheet unwind is still only just beginning--which could have a very large continuing direct impact on dividend-value stocks (such as those included in SCHD). This report reviews the fund, the macro storm ahead, and three easy alpha strategies to win with SCHD.

We're looking at a surge of retirees in the 2020s due to the Baby Boom's peak in the 1960s, turning into a retirement boom today as these individuals come of age.

Shifting from higher-risk assets to consistent income sources is a natural progression for retirees.

Move over artificial intelligence. The new AI investors want this year from the S&P 500 is "actual income.

When it comes to investing during retirement, your goals and tenure will be different from when you started as an investor.

It's easier than ever to construct a well-diversified, ultra-low-cost portfolio with just a few good ETFs. A simple mix of the total U.S. stock market, dividend stocks, and investment-grade bonds give you pretty much everything you need.

The Schwab U.S. Dividend Equity ETF offers long-term investors a compelling mix of value, quality, and low fees. SCHD's fundamentals-based selection criteria results in a portfolio that has only limited overlap with the broader value space, which can naturally lead to markedly different investment returns. SCHD's reconstitution process has helped fuel double-digit annualized dividend growth over the past decade, all while maintaining an above-average yield.