The Schwab U.S. Dividend Equity ETF (SCHD) has undergone significant changes in its 2025 reconstitution. In this video, we delve into the major adjustments and what they mean for dividend investors:
Simply Safe Dividends
Portfolio Turnover: Approximately 20% of SCHD’s holdings were changed, including the removal of notable companies like Pfizer and BlackRock.
Simply Safe Dividends
Sector Shifts: The fund has nearly doubled its exposure to the energy sector, increasing from 12% to 21%, while reducing its allocation to financials.
Barron’s
Dividend Yield Impact: Post-reconstitution, SCHD’s dividend yield has slightly decreased from 3.93% to 3.80%, but the dividend growth rate has improved from 7.93% to 8.35%.
moneyischoices.com
These changes may affect the fund’s risk profile and income potential. It’s crucial to understand these adjustments to make informed investment decisions.
Barron’s
Subscribe for more insights on dividend investing and ETF strategies!
Simply Money Mall Free Member Key: https://ift.tt/EQTGIet
Welcome to Simply Money, your ultimate destination for mastering personal finance, investing, and achieving financial freedom. Our channel is dedicated to providing you with expert tips, actionable strategies, and invaluable financial education that will empower you to take control of your financial journey.
Join our community of savvy individuals who are committed to building wealth, managing money effectively, and reaching their financial goals. Whether you’re a beginner looking to learn the basics of budgeting and saving or an experienced investor seeking advanced strategies for wealth creation, our channel has something for everyone.
Explore a wide range of topics, including budgeting tips, investment insights, retirement planning, debt management, real estate investing, passive income streams, and much more. We cover the latest trends in the financial world, share success stories, and provide practical advice to help you make informed financial decisions.
By subscribing to Simply Money, you’ll gain access to exclusive content, live Q&A sessions, and community discussions where you can interact with like-minded individuals and financial experts. Our goal is to equip you with the knowledge and tools you need to build a secure financial future and achieve your dreams.
Join our Money Mall community platform at https://ift.tt/DOqfTy6, where you can shop, compare financial products, and find the best solutions to meet your financial needs. Don’t miss out on this opportunity to take charge of your finances and unlock a world of financial success with Simply Money! Subscribe now and start your journey to financial empowerment!
Join the Simply Money community and embark on a transformative journey toward financial empowerment. Subscribe now at https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1 to unlock a wealth of resources and insights that will guide you toward a brighter financial future.
Book Recommendation:
1. Psychology of Money: https://amzn.to/3qRbaOd
2. Richest Man in Babylon: https://amzn.to/3PmFGJ9
3. Total Money Makeover: https://amzn.to/3syl4Vc
4. Simple Path to Wealth: https://amzn.to/3syl4Vc
5. Atomic Habits: https://amzn.to/3Z1wFs0
6. The Intelligent Investor: https://amzn.to/3qZXqAK
Connect with us on social media:
Facebook: https://ift.tt/i30Y9JI
Pinterest: https://ift.tt/B2qTfVD
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/R9ewnrD
Read our articles on Medium: https://ift.tt/AL36Cjq
Get inspired on Instagram: https://ift.tt/b1Xx7KP
More Videos:
Rich vs Wealth: Unmasking the True Path to Financial Freedom https://youtube.com/shorts/BvXFzQ6RSrc
Shocking Truth: Your Car’s Hidden Impact on Your Wealth https://youtube.com/shorts/mpB_oDOq8BY
Unlock Your Path to Financial Independence and Redefine Wealth https://youtube.com/shorts/gIuAzk4yZ6g
from Simply Money https://www.youtube.com/watch?v=-j42a80Ti0Q
from Simply Money https://ift.tt/6IzwTeO
No comments:
Post a Comment