Financial AnalysisETF Analysis

SCHD ETF Performance Update (June 2025)

12 months agoUS
SCHD ETF Performance Update (June 2025)Source: seekingalpha.com
This article provides a concise update on the Schwab U.S. Dividend Equity ETF (SCHD) as of June 2025, analyzing its recent performance, analyst ratings, and key holdings.

Key Insights

SCHD is down 1.68% in the past five days but up 3.82% over the past year.

TipRanks’ ETF analyst consensus rates SCHD as a Moderate Buy with a $29.71 average price target, implying a 12.57% upside.

Top holdings with the highest upside potential include Kforce (KFRC), Huntsman (HUN), AMERISAFE, Inc. (AMSF), Halliburton (HAL), and Schlumberger (SLB).

Holdings with the greatest downside potential are Moelis (MC), Virtus Investment Partners (VRTS), Buckle (BKE), Ford Motor (F), and Skyworks Solutions (SWKS).

SCHD ETF’s Smart Score is seven, suggesting it will likely perform in line with the market.

Why this matters: Investors use SCHD for dividend income and stability. Understanding its recent performance and analyst outlook helps investors make informed decisions. The top and bottom holdings provide insights into potential growth areas and risks within the ETF.

In-Depth Analysis

The Schwab U.S. Dividend Equity ETF (SCHD) is a popular choice for investors seeking dividend income and equity exposure. As of June 2025, SCHD has experienced a slight dip in the past five days but has shown positive growth over the past year. TipRanks’ analysis suggests a moderate buy rating, indicating cautious optimism about its future performance.

The ETF’s Smart Score of seven implies market-average performance. Investors should note the holdings with the highest upside and downside potential to understand potential opportunities and risks.

Actionable Takeaway: Review SCHD’s top and bottom holdings to assess alignment with your investment strategy. Consider the analyst consensus and Smart Score for a balanced perspective.

FAQs

Q: What is the Smart Score?

The Smart Score is a proprietary quantitative stock scoring system based on 8 unique market factors. The score is on a scale of 1-10, with 10 being the best possible score.

Q: What is the analyst consensus for SCHD?

According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of its holdings’ analyst ratings, SCHD is a Moderate Buy.

Key Takeaways

SCHD offers a blend of dividend income and equity exposure.

Analysts predict a potential upside, but performance is expected to be in line with the market.

Key holdings with high upside and downside potential can influence investment decisions.

Consider these points when evaluating SCHD for your portfolio.

Discussion

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