SCHD ETF Down 0.92% in 5 Days, Up 0.78% YTD: Analyst Insights and Holdings

The Schwab U.S. Dividend Equity ETF (SCHD) is down 0.92% in the past five days but up 0.78% year-to-date. TipRanks' analyst consensus rates SCHD as a Moderate Buy with a $29.89 price target, implying a 10.61% upside. The ETF's five holdings with the highest upside potential are Coterra Energy (CTRA), Western Union (WU), AMERISAFE, Inc. (AMSF), Halliburton (HAL), and Western Union (WU).

The Schwab U.S. Dividend Equity ETF (SCHD) has experienced mixed performance over the past five days, with a decline of 0.92% and a year-to-date gain of 0.78%. Despite the recent dip, analysts remain optimistic about the ETF's long-term prospects, rating it as a Moderate Buy with a price target of $29.89, implying a 10.61% upside [3].

One of the key drivers behind the ETF's performance is its holdings. The five stocks with the highest upside potential are Coterra Energy (CTRA), Western Union (WU), AMERISAFE, Inc. (AMSF), Halliburton (HAL), and Western Union (WU). Coterra Energy, in particular, has seen its price target increased by Piper Sandler to $37, reflecting optimism about the company's prospects in the energy sector [4].

While the ETF has underperformed the broader market in recent months, its robust dividend yield of 4% has provided a buffer for investors. Over the past decade, the ETF's average annual return, including dividends, was 11.1%, significantly outperforming the S&P 500's average dividend yield of 1.7% [1].

The ETF's current holdings, which include long-term dividend payers like Coca-Cola and The Home Depot, provide a stable foundation for investors seeking income and growth. Despite recent market volatility, the ETF's focus on large-cap, dividend-paying stocks makes it an attractive option for income-oriented investors.

However, it is essential to note that the Motley Fool Stock Advisor team did not include the Schwab U.S. Dividend Equity ETF in their top 10 stock picks, highlighting the importance of diversifying one's portfolio [1].

In conclusion, while the Schwab U.S. Dividend Equity ETF has shown mixed performance in recent days, its strong dividend yield and analyst optimism make it a compelling option for income investors. As always, it is crucial to conduct thorough research and consider your individual financial goals and risk tolerance before making any investment decisions.

References:
[1] https://finance.yahoo.com/news/schwab-u-dividend-equity-etf-151300986.html
[2] https://www.theglobeandmail.com/investing/markets/stocks/EFX/pressreleases/33459262/wells-fargo-keeps-their-buy-rating-on-equifax-efx/
[3] https://www.tipranks.com/news/schd-etf-news-7-21-2025
[4] https://www.gurufocus.com/news/2984706/coterra-energy-ctra-price-target-raised-by-piper-sandler-ctra-stock-news