How does SCHD's PB Ratio compare to its peers?

Insufficient data to calculate SCHD's Price-To-Book Ratio vs. peers for valuation analysis.

How does SCHD's PB Ratio compare vs other companies in the US Capital Markets Industry?

Insufficient data to calculate SCHD's Price-To-Book Ratio vs. industry for valuation analysis.

What is SCHD's PB Ratio compared to its Fair PB Ratio? This is the expected PB Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Insufficient data to calculate SCHD's Price-To-Book Fair Ratio for valuation analysis.

What is the Fair Price of SCHD when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Insufficient data to calculate SCHD's fair value for valuation analysis.

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Insufficient data to show price forecast.

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF ARCA:SCHD Stock Report

Last Price

US$27.52

Market Cap

US$66.6b

7D

0.7%

1Y

9.7%

Updated

15 Jan, 2025

Data

Company Financials

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF

ARCA:SCHD Stock Report

Market Cap: US$66.6b

SCHD Stock Overview

An exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. More details

SCHD fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	0/6
Financial Health	0/6
Dividends	1/6

My Notes

Capture your thoughts, links and company narrative

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF Competitors

Price History & Performance

Summary of share price highs, lows and changes for Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
Historical stock prices
Current Share Price	US$27.52
52 Week High	US$29.72
52 Week Low	US$24.97
Beta	0
1 Month Change	-1.26%
3 Month Change	-4.48%
1 Year Change	9.71%
3 Year Change	3.42%
5 Year Change	39.44%
Change since IPO	230.50%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	SCHD	US Capital Markets	US Market
7D	0.7%	-1.9%	-1.2%
1Y	9.7%	35.1%	23.2%

Return vs Industry: SCHD underperformed the US Capital Markets industry which returned 35.1% over the past year.

Return vs Market: SCHD underperformed the US Market which returned 23.2% over the past year.

Price Volatility

Is SCHD's price volatile compared to industry and market?
SCHD volatility
SCHD Average Weekly Movement	1.7%
Capital Markets Industry Average Movement	4.5%
Market Average Movement	6.5%
10% most volatile stocks in US Market	19.0%
10% least volatile stocks in US Market	3.2%

Stable Share Price: SCHD has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: SCHD's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2011	n/a	n/a	www.schwabassetmanagement.com/products/schd

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF is an exchange traded fund launched and managed by Charles Schwab Investment Management, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across energy, materials, industrials, consumer discretionary, consumer staples, health care, financials, information technology, communication services, utilities sectors.

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF Fundamentals Summary

How do Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF's earnings and revenue compare to its market cap?
SCHD fundamental statistics
Market cap	US$66.56b
Earnings (TTM)	US$0
Revenue (TTM)	n/a

n/a

P/E Ratio

n/a

P/S Ratio

Is SCHD overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SCHD income statement (TTM)
Revenue	US$0
Cost of Revenue	US$0
Gross Profit	US$0
Other Expenses	US$0
Earnings	US$0

Last Reported Earnings

n/a

Next Earnings Date

n/a

Earnings per share (EPS)	0
Gross Margin	0.00%
Net Profit Margin	0.00%
Debt/Equity Ratio	0.0%

How did SCHD perform over the long term?

See historical performance and comparison

Dividends

3.6%

Current Dividend Yield

n/a

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/15 11:12
End of Day Share Price	2025/01/14 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution