$SCHD Income Calculator

Schwab US Dividend Equity ETF


Schwab's SCHD Dividend ETF Income Calculator

$SCHD is one of the most popular US dividend ETFs in today's market. The ETF is developed & maintained by Charles Schwab. The fund current consists of 100+ US based companies that pay a healthy dividend yield. Their focus is on the Large Cap value section of the market. The fund was started back in 2011 (Inception: 10/20/11). The index they aim to track is the Dow Jones U.S. Dividend 100™ Index. These numbers may not be 100% accurate, please use this data for illustrative purposes only, thank you!

$SCHD - Schwab's US Dividend Equity ETF


Current Price: $69.99 -0.77 (-1.09%)
Current Yield: 3.7%
Annual Dividend: $2.62
Ex. Dividend Date: 2023-09-20
Current Expense Ratio: 0.06%
Last Updated: 10-02-2023

Calculate Income Data:


Top 10 Holdings As of 6-13-2023

Top 10 Holdings (42.31% of Total Assets)
Name Symbol % Assets
Broadcom Inc AVGO 5.30%
PepsiCo Inc PEP 4.38%
Cisco Systems Inc CSCO 4.26%
Merck & Co Inc MRK 4.21%
The Home Depot Inc HD 4.19%
Texas Instruments Inc TXN 4.18%
Coca-Cola Co KO 4.15%
Chevron Corp CVX 3.92%
Verizon Communications Inc VZ 3.88%
Pfizer Inc PFE 3.85%

SCHD Total Holdings - 104

SCHD Assets Under Managment - $49.8B


Portfolio Illustrations - 100% SCHD

Size Shares Dividends (Yearly) Covered Calls
$1,000 14.288 $37.43 0
$2,000 28.576 $74.87 0
$4,000 57.151 $149.74 0
$8,000 114.302 $299.47 0
$15,000 214.316 $561.51 1
$25,000 357.194 $935.85 3
$50,000 714.388 $1,871.70 6
$100,000 1,428.776 $3,743.39 13
$250,000 3,571.939 $9,358.48 33
$500,000 7,143.878 $18,716.96 67
$1,000,000 14,287.755 $37,433.92 134

SCHD Performance

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
32.89% 11.69% -0.31% 16.44% 20.83% -5.56% 27.28% 15.08% 29.87% -3.23% -7.22%

SCHD Dividend History

Year Annual Dividend DGR
2022 $2.5615 13.9%
2021 $2.2490 10.88%
2020 $2.0284 17.64%
2019 $1.7272 19.79%
2018 $1.4393 15.5%
2017 $1.3457 13.74%
2016 $1.2580 12.58%
2015 $1.1466 9.52%
2014 $1.0469 15.83%
2013 $0.9038 11.58%
2012 $0.81 565.57%
2011 $0.1217

SCHD's Fund Management

SCHD is managed by Charle's Schwab. You can find more details about this ETF on their website, listed below!

SCHD U.S. Dividend Equity ETF SCHD ETF Fund - Summary Prospectus

Frequently Asked Questions:

How often does SCHD pay dividends?
  • SCHD pays dividends quarterly - 4 times per year.
Are the dividends ordinary or qualified?
  • Not tax professionals here, but from our experience most of the dividends will be considered qualified dividends. There will be some stock turnover, so do keep that in mind as well. Currently around 15% turnover.
Is SCHD actively managed?
  • No, it is not. It's passively managed with an emphasis on Large Cap value.
When does SCHD pay dividends?
  • SCHD pays dividends quarterly in March, June, September & December.
Is SCHD dividend safe?
  • Well the cool thing about SCHD, is that it's an ETF. So your dividend income will be diversified among many stocks.
What is SCHD's expense ratio?
  • SCHD's expense ratio is as follows - Total Expense Ratio: 0.06%

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