SCHD’s $85 Billion Plan Now Focuses 41 Percent of Your Investments on Only Ten Stocks
Quick Read SCHD’s concentration in its top 10 stocks stands at 41%, surpassing the S&P 500’s 36%, even though it screens 100 stocks and avoids mega-cap tech entirely. In terms of five-year total return, SCHD has seen 50%, which is less than SPY’s 79%. This gap largely attributes to a dividend review that doesn’t include […]