SCHD 2025 Rebalancing Analysis: Shifts Towards Energy and Defensive Sectors
The Schwab U.S. Dividend Equity ETF (SCHD) has undergone its latest rebalancing, making significant adjustments to its portfolio composition. These changes reflect the fund's strategic response to current market conditions and economic uncertainties. Let's dive into the details of this rebalancing and what it means for investors. Previous SCHD Composition Before the rebalancing, SCHD's top holdings included: ABBVIE INC (ABBV): 4.96% AMGEN INC (AMGN): 4.68% COCA-COLA (KO): 4.59% PFIZER INC (PFE): 4.28% CHEVRON CORP (CVX): 4.27% VERIZON COMMUNICATIONS INC (VZ): 4.26% BRISTOL MYERS SQUIBB (BMY): 4.25% CISCO SYSTEMS INC (CSCO): 4.23% PEPSICO INC (PEP): 3.81% TEXAS INSTRUMENT INC (TXN): 3.81% BLACKROCK INC (BLK): 3.81% In the financial sector, besides BlackRock, SCHD included several banking stocks such as US Bancorp (2.54%), M&T Bank (1.13%), Fifth Third Bancorp (1.03%), and Huntington Bancshares (0.83%). Rebalancing Summary Removed Stocks The following stocks w...