ETF research
SCHD: Schwab U.S. Dividend Equity ETF research
As of 09-28-2026
SCHD is heavy in staples, healthcare and telecom names like KO and VZ, sectors flagged neutral to underweight in the current regime. Its 1m return of -4.47% and modest 3m RS of just 0.61% show it is not participating in the leadership trade. The regime favors tech, communication services and discretionary, none of which are meaningful SCHD holdings. Low beta of 0.56 makes it defensive, which is out of step with a risk-on tape scoring +0.48.
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