Schwab U.S. Dividend Equity ETF

SCHWAB STRATEGIC TRUST · Series S000034163 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:SCHD
$94.95B NAV
102 positions · as of 2026-05-31 · filed 2026-07-24
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2025 Q4

The funds goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 TM Index.

Strategy · summarised

The fund tracks the Dow Jones U.S. Dividend 100 Index, which selects 100 high-dividend-yielding U.S. stocks with at least 10 consecutive years of dividend payments, chosen for fundamental strength based on cash flow to debt, return on equity, dividend yield, and five-year dividend growth. The fund generally replicates the index by holding the same securities at the same weights, though it may deviate to manage odd-lots, taxes, or liquidity. Because the fund may weight individual stocks differently from the index and may hold up to 10% of assets outside the index, its returns may diverge from the index's performance.

Expenses
0.06%one share class
Share classExpense ratio
SCHD0.06%

Portfolio turnover 30.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.82%
of net assets
Stocks99.77%
Cash & short-term0.04%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 28 new26 exited

Largest new: QCOM, UNH, PG, ABT, Accenture PLC, ADP, CMCSA, BX

Largest exited: CSCO, ABBV, VLO, HAL, Coterra Energy Inc, Amcor PLC, PKG, CF

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+28.96%
3-year
+48.25%
5-year
+54.38%
Volatility
12.39%
Worst 3-yr fall
-10.86%
Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
QUALCOMM IncQCOM6.74%$6.40B
Texas Instruments IncTXN5.91%$5.61B
UnitedHealth Group IncUNH5.09%$4.84B
The Coca-Cola CoKO3.96%$3.76B
Merck & Co IncMRK3.86%$3.66B
Chevron CorpCVX3.83%$3.64B
Verizon Communications IncVZ3.65%$3.47B
The Procter & Gamble CoPG3.55%$3.37B
ConocoPhillipsCOP3.51%$3.34B
Amgen IncAMGN3.47%$3.30B
Showing 10 of 102Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 43.57% of net assets, top 25 80.51%, across 102 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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