Financial AnalysisETF Analysis
SCHD ETF Performance Update (June 2025)
This article provides a concise update on the Schwab U.S. Dividend Equity ETF (SCHD) as of June 2025, analyzing its recent performance, anal...
12 months ago
Financial AnalysisETF Analysis
SCHD ETF Performance and Analyst Ratings: What Investors Need to Know
11 months agoUS
The Schwab U.S. Dividend Equity ETF (SCHD) is a popular choice for investors seeking dividend income and equity exposure. This article summarizes SCHD's recent performance, analyst ratings, and key holdings to help investors make informed decisions.
Key Insights
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SCHD is down 1.63% in the past five days but up 1.34% year-to-date.
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TipRanks’ ETF analyst consensus rates SCHD as a Moderate Buy.
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The Street’s average price target of $30.32 implies a 12.97% upside.
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Top holdings with the highest upside potential include Coterra Energy (CTRA) and Unum Group (UNM).
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Holdings with the greatest downside potential include Buckle (BKE) and The Hershey Company (HSY).
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SCHD ETF’s Smart Score is seven, implying market-average performance.
Why this matters: Understanding SCHD's performance and analyst ratings can help investors assess its suitability for their investment goals. The identified holdings with upside and downside potential offer valuable insights for portfolio adjustments.
In-Depth Analysis
The Schwab U.S. Dividend Equity ETF (SCHD) is designed to track the performance of high-dividend-yielding U.S. stocks. Recent data indicates a slight dip in the past week, but overall positive year-to-date growth.
Key Components:
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Analyst Consensus:: A Moderate Buy rating suggests analysts are generally optimistic about SCHD's future performance.
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Price Target:: The $30.32 price target indicates potential for capital appreciation.
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Top Holdings:: Understanding the individual stock performance within SCHD is crucial. Coterra Energy (CTRA) and Unum Group (UNM) are identified as having the highest upside potential, while Buckle (BKE) and The Hershey Company (HSY) may pose greater risk.
Smart Score: A Smart Score of 7 suggests that SCHD is expected to perform in line with the market.
Actionable Takeaways:
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Investors should monitor the performance of key holdings to understand their impact on SCHD's overall return.
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Consider the analyst consensus and price target in relation to your investment objectives.
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Use TipRanks and other research tools to stay informed about SCHD and its underlying assets.
FAQs
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Q: What is the Smart Score for SCHD?
SCHD's Smart Score is seven, implying it will likely perform in line with the market.
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Q: What is the analyst rating for SCHD?
TipRanks’ ETF analyst consensus rates SCHD as a Moderate Buy.
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Q: What is the upside potential for SCHD?
The Street’s average price target of $30.32 implies an upside of 12.97%.
Key Takeaways
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SCHD offers a blend of dividend income and equity exposure.
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Analyst ratings suggest moderate optimism about SCHD's future performance.
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Key holdings with high upside potential include Coterra Energy and Unum Group.
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Investors should conduct thorough research and consider their individual investment goals before investing in SCHD.
Discussion
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