So I wonder if that is why recently SCHD has been a little bit underperforming vs say VYM another dividend ETF. Did the fund take a hair cut getting rid of so many financials at a most inopportune time causing a loss in fund money to be realized? I know VYM is a little different having more than 400 stocks in it.
Good investment option due to its ability to provide investors with a reliable yield, good dividend growth, and potential for appreciation in share value. Great video, thanks for sharing!
The portfolio was restructured. They dumped the stocks that are part of the underperforming sectors and added stock of the sectors that are holding well.
Another great video! Good to see SCHD investing criteria in action. Your analysis makes it clear it's a good dividend play with growth potential too. 👍👍
Great analysis. Thanks for sharing. One question - How do the 5Y dividend growth rates (CAGR) between the removed and added companies compare? I ask because for me one of the most compelling reasons for investing in SCHD is that their dividend growth has been so good over its history
Great video, Robbie! Do you know if SCHD pays out capital gains or just dividend? (When they sell stocks over 4% if there are profits left over after rebalancing, where does that money go?)
Hey moegoggles! Generally ETFs have very favorable tax benefits for capital gains. It's like a tax loopehole almost. So I think any gains would be insignificant but not 100% sure as I haven't looked specifically into it for SCHD. Did you end up buying Schwab stock?!
So I wonder if that is why recently SCHD has been a little bit underperforming vs say VYM another dividend ETF. Did the fund take a hair cut getting rid of so many financials at a most inopportune time causing a loss in fund money to be realized? I know VYM is a little different having more than 400 stocks in it.
Good investment option due to its ability to provide investors with a reliable yield, good dividend growth, and potential for appreciation in share value. Great video, thanks for sharing!
The portfolio was restructured. They dumped the stocks that are part of the underperforming sectors and added stock of the sectors that are holding well.
Best video to explain SCHD re-structure, thx
Wow really happy to hear glad you thought it was good!
Perfect! Thanks a bunch for this video
Thanks Just Another Person!
Good job Rob
Thanks so much, Daniel!
Another great video! Good to see SCHD investing criteria in action. Your analysis makes it clear it's a good dividend play with growth potential too.
👍👍
Thanks The Journey. Yep good dividend with growth potential is right!
Very informative video my dude
Awesome thank you royalreggie!
Glad as I have a fair amount of ABBV. No IBM. Only of the other removed mentioned was PRU. Too bad on that one.
Hey Chess Dad Now I want to take a look at ABBV. Haven't looked into it.
@@RobbieMoney I just took another look at it. Usually I just buy and hold and don't do a lot. ABBV may be close to fairly valued.
Great analysis. Thanks for sharing. One question - How do the 5Y dividend growth rates (CAGR) between the removed and added companies compare? I ask because for me one of the most compelling reasons for investing in SCHD is that their dividend growth has been so good over its history
Hi Richard, unfortunately I didn't run the dividend growth rates so I'm not sure about that.
Great video, Robbie! Do you know if SCHD pays out capital gains or just dividend? (When they sell stocks over 4% if there are profits left over after rebalancing, where does that money go?)
Hey moegoggles! Generally ETFs have very favorable tax benefits for capital gains. It's like a tax loopehole almost. So I think any gains would be insignificant but not 100% sure as I haven't looked specifically into it for SCHD. Did you end up buying Schwab stock?!
@@RobbieMoney I did. Bought: SCHW, JPM, CB, O, IRM, MPW, and added to my SCHD.
As always, very good content! Your videos are so packed with solid, quality material! Thanks very much for doing what you do!
Proves things ain’t good.
Hope not but guess we will see the next few months!