SCHD ETF Concentrates 41% of Assets in Ten Stocks

Key facts

• SCHD ETF has concentrated 41% of its assets into ten stocks.
• The ETF manages approximately $85 billion in assets.
• This represents a significant shift in its investment strategy.

The Schwab U.S. Dividend Equity ETF (SCHD) has recently altered its investment strategy, concentrating a substantial 41% of its total assets into just ten individual stocks. This significant shift in portfolio construction occurs as the ETF oversees approximately $85 billion in assets under management. The move suggests a move towards a more concentrated approach within its dividend-focused mandate.