SCHD Just Rebalanced — Here’s What Changed and What It Means for Dividend Investors
If you’re a dividend investor who owns SCHD (Schwab U.S. Dividend Equity ETF) or are thinking about buying it, you’ll want to take a close look at its March 2025 portfolio reconstitution — because some major changes just happened.
About 20% of SCHD’s holdings were turned over, including the removal of high-profile names like Pfizer and BlackRock, as well as a big shift in sector exposure — with financials trimmed and energy stocks ramped up.
In our latest video, we walk through:
- Which stocks were added, trimmed, or removed
- How SCHD’s dividend yield, safety, and growth outlook changed
- What we like (and don’t love) about the new portfolio
- And how we’re thinking about SCHD going forward
Whether you already hold SCHD or are watching it from the sidelines, this update is worth your time — especially if you're relying on it for reliable dividend income in retirement.
