SCHD · SCHD
Price
Snapshot
50 fields · last close| Market Cap | — |
| P/E | — |
| Float | — |
| Beta | 0.71 |
| Volatility | 17.8% |
| Exchange | — |
| Sector | — |
| Cap tier | — |
| Macro sensitivity | Moderate |
| Clavix score | 93.7 |
| Price | 32.72 |
| Change | +0.00% |
| Prev Close | 32.72 |
| Open | 32.77 |
| Day Low | 32.66 |
| Day High | 32.83 |
| Avg Vol | 24 |
| Avg $ Vol | $775.8M |
| 52W High | 35.31 |
| 52W Low | 26.32 |
| 52W Pos | 71.2% |
| From High | −7.34% |
| From Low | +24.32% |
| Max DD 1Y | −7.61% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −2.66% |
| SMA 50 | −3.92% |
| SMA 200 | +3.16% |
| RSI (14) | 30.9 |
| Vol 30D | 9.5% |
| Vol 90D | 11.5% |
| 1Y Range | 26–35 |
| Daily bars | 526 |
| Perf Week | −1.48% |
| Perf Month | −6.54% |
| Perf Quarter | +1.49% |
| Perf Half Y | +7.07% |
| Perf Year | +18.85% |
| Perf YTD | +17.99% |
| Prev Day | +0.00% |
| Clavix | A+ |
| Debt / Eq | — |
| Curr Ratio | — |
| Int Cover | — |
| FCF Margin | — |
| Rev Growth | — |
| Profit | Mixed |
| Leverage | Moderate |
| Sector rank | — |
What SCHD does
SCHD is an equity ETF with a total of 103 individual holdings. The top holdings are UnitedHealth Group stock at 4.49%, Merck & Co. at 4.44%, The Home Depot at 4.41%, Abbott Laboratories at 4.27%, and The Procter & Gamble Company at 4.21%.
Clavix risk grade
regraded every trading daySCHD grades A+, 93.7 of 100. Steadiest on Sector Resilience (97), most exposed on News Sentiment (49, fragile). 3 of the 4 weighted dimensions sit above the all-names median.
How rough the ride is
| SCHD | |
|---|---|
| Betavs the overall market · lower is steadier | 0.71 |
| Volatilityannualized | 17.8% |
| Max drawdown, past yearworst peak-to-trough fall | −7.6% |
| Typical daily movemedian absolute daily change | 0.43% |
| Days beyond ±3%of the last 252 sessions | 0 (0%) |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| SCHD | |
|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 0.71 |
| Macro sensitivityrate, dollar and credit exposure bucket | Moderate |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| SCHD | |
|---|---|
| 1 week | −1.5% |
| 1 month | −6.5% |
| Year to date | +18.0% |
| 1 year | +18.9% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| SCHD | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 17 Sep |
| Average score0 most bearish, 100 most bullish | 52 |
| Bullish · bearisharticles above 60 · below 40 | 14 · 13 |
| Directionarticles whose tone is improving vs worsening | 14 ↑ 13 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Growth
| SCHD | |
|---|---|
| Revenue growthyear over year | — |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the all-names median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openAn article compares two dividend ETFs, noting that Schwab's SCHD targets high-quality, high-yield stocks with a defensive tilt, while Vanguard's VIG has a lower yield but a more growth-oriented profile. The body is too short to extract further detail.
The article compares two dividend-focused ETFs: the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), which it says offers higher current income, and the Schwab U.S. Dividend Equity ETF (SCHD), which it says offers greater income growth and lower fees. The body is only a single comparison sentence with no specific numbers, dates, or developments reported.
The article is very short and only says that rising US Treasury yields have pushed SCHD, a popular dividend-focused ETF, to what the headline calls a make-or-break price level. No specific data, dates, or events are provided in the body.
Risk looks worse after Bank Stocks Slide as Money-Center Names Lead Financials Lower: Citigroup Falls 4%, Bank of...
The article says SCHD's index rules caused the fund to sell Broadcom in March 2024, and Broadcom has risen about 183% since then, so SCHD investors missed those gains. The article frames this as a hidden cost that the fund's expense ratio does not capture.
You just read one holding. Clavix reads the whole portfolio.
Every position you own, graded on the same five dimensions, with an alert when a grade moves. Three months free on iPhone.