Schwab U.S. Dividend Equity ETF™
Shareclass
Schwab US Dividend Equity ETF™ (SCHD)
Type
Exchange-traded fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 150 out of 1,460 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab U.S. Dividend Equity ETF™ SCHD
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Interpublic Group of Companies Inc0.39% of assets$281.81M invested
- 2. General Mills Inc1.06% of assets$767.55M invested
- 3. Ford Motor Co1.8% of assets$1.31B invested
- 4. PepsiCo Inc4.23% of assets$3.07B invested
- 5. Bristol-Myers Squibb Co3.69% of assets$2.68B invested
- 6. The Hershey Co1.06% of assets$772.66M invested
- 7. The Wendy's Co Class A0.07% of assets$48.7M invested
- 8. Altria Group Inc4.24% of assets$3.08B invested
- 9. Verizon Communications Inc3.83% of assets$2.78B invested
- 10. Merck & Co Inc4.03% of assets$2.92B invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Bancshares Corp0.15% of assets$108.7M invested
- 2. Interparfums Inc0.08% of assets$58.58M invested
- 3. Cohen & Steers Inc0.08% of assets$56.71M invested
- 4. CNA Financial Corp0.04% of assets$30.52M invested
- 5. CVB Financial Corp0.1% of assets$73.98M invested
- 6. Federated Hermes Inc Class B0.16% of assets$113.79M invested
- 7. Cincinnati Financial Corp0.94% of assets$682.17M invested
- 8. HF Sinclair Corp0.32% of assets$231.69M invested
- 9. American Financial Group Inc0.38% of assets$277.14M invested
- 10. CF Industries Holdings Inc0.55% of assets$398.78M invested
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Financial performance
Performance data provided by
Find more financial data on SCHD at Morningstar.com
Find more financial data on SCHD at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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