Schwab U.S. Dividend Equity ETF (SCHD): A Guide to Investing from the Philippines in 2025
Is it the right time to buy Schwab U.S. Dividend Equity ETF?
ScoreAs of mid-2025, the Schwab U.S. Dividend Equity ETF (SCHD) is trading around $27.29, maintaining robust liquidity with an average daily volume exceeding 16 million shares. This signals sustained interest from investors in the Philippines and globally seeking stable US market exposure. Recent developments, such as its continued asset growth to over $71 billion, underscore the deep trust in its strategy. The market sentiment is constructively optimistic, supported by positive technical indicators showing the price firmly above key moving averages, suggesting a solid foundation for potential appreciation. For investors focused on building a reliable income stream, SCHD’s focus on high-quality, dividend-paying companies in resilient sectors like consumer defensive and healthcare presents a compelling opportunity in the current climate. Reflecting this confidence, a consensus of over 12 national and international banks has established a price target of approximately $35.48, highlighting the ETF's strong fundamental appeal.
- ✅Ultra-competitive expense ratio of just 0.06%.
- ✅Consistent history of 10% annualized dividend growth.
- ✅Well-diversified across over 100 quality U.S. holdings.
- ✅Attractive and consistent dividend yield above 3.5%.
- ✅Strong long-term performance since its 2011 inception.
- ❌May underperform growth-focused indexes during tech rallies.
- ❌Notable exposure to energy sector price volatility.
Score- ✅Ultra-competitive expense ratio of just 0.06%.
- ✅Consistent history of 10% annualized dividend growth.
- ✅Well-diversified across over 100 quality U.S. holdings.
- ✅Attractive and consistent dividend yield above 3.5%.
- ✅Strong long-term performance since its 2011 inception.
Is it the right time to buy Schwab U.S. Dividend Equity ETF?
- ✅Ultra-competitive expense ratio of just 0.06%.
- ✅Consistent history of 10% annualized dividend growth.
- ✅Well-diversified across over 100 quality U.S. holdings.
- ✅Attractive and consistent dividend yield above 3.5%.
- ✅Strong long-term performance since its 2011 inception.
- ❌May underperform growth-focused indexes during tech rallies.
- ❌Notable exposure to energy sector price volatility.
Score- ✅Ultra-competitive expense ratio of just 0.06%.
- ✅Consistent history of 10% annualized dividend growth.
- ✅Well-diversified across over 100 quality U.S. holdings.
- ✅Attractive and consistent dividend yield above 3.5%.
- ✅Strong long-term performance since its 2011 inception.
- What is Schwab U.S. Dividend Equity ETF?
- Schwab U.S. Dividend Equity ETF Stock Price
- Our full analysis of the Schwab U.S. Dividend Equity ETF stock
- How to buy Schwab U.S. Dividend Equity ETF stock in the Philippines?
- Our 7 Tips for Buying Schwab U.S. Dividend Equity ETF
- The latest news about Schwab U.S. Dividend Equity ETF
- FAQ
- On the same topic
Why trust HelloSafe ?
At HelloSafe, our specialist has been tracking the performance of Schwab U.S. Dividend Equity ETF for over three years. Every month, hundreds of thousands of users in the Philippines trust us to analyze market trends and identify the best investment opportunities. Our analyses are provided for informational purposes and do not constitute investment recommendations. In accordance with our ethical charter, we have never been, and will never be, compensated by Schwab U.S. Dividend Equity ETF.
What is Schwab U.S. Dividend Equity ETF?
| Indicator | Value | Analysis |
|---|---|---|
| 🏳️ Nationality | United States | US-based ETF offering exposure to high-quality American dividend stocks. |
| 💼 Market | NYSE Arca | Listed on a major US exchange, easily accessible to most international investors. |
| 🏛️ ISIN code | US8085247976 | Unique identifier ensures international tradability and transparency. |
| 👤 CEO | Charles Schwab Investment Management | Managed by a recognized, reputable fund management firm in the US. |
| 🏢 Market cap | $71.26 billion (assets under management) | Strong asset growth shows high investor demand for stable dividend income. |
| 📈 Revenue | Not applicable (ETF product, not an operating firm) | ETF revenue comes from dividends of portfolio companies, not direct business activity. |
| 💹 EBITDA | Not applicable (ETF structure) | EBITDA does not apply to ETFs, as they are baskets of stocks, not operating companies. |
| 📊 P/E Ratio | 14.57 | Attractive valuation compared to the broader US market, offering potential value. |
Schwab U.S. Dividend Equity ETF Stock Price
The price of Schwab U.S. Dividend Equity ETF stock is edging higher this week. The current share price stands at $27.29, with a 24-hour change of -$0.03 (-0.11%) and a weekly increase of +0.89%. Schwab U.S. Dividend Equity ETF has a market capitalization of $71.26 billion and an average three-month trading volume of 16.55 million shares. The ETF offers a P/E ratio of 14.57, an attractive dividend yield of 3.76%, and a stock beta of 0.78, indicating relatively low volatility. This combination of steady price action and strong yield highlights promising investment potential for PH-based investors.
Our full analysis of the Schwab U.S. Dividend Equity ETF stock
In analyzing Schwab U.S. Dividend Equity ETF, we have meticulously reviewed its latest financial results and performance trends over the past three years. Our evaluation consolidates a broad array of financial indicators, technical signals, sector fundamentals, and peer benchmarking, interpreted through proprietary investment algorithms. So, why might Schwab U.S. Dividend Equity ETF stock once again become a strategic entry point into high-yield U.S. equity in 2025?
Recent performance and market context
Schwab U.S. Dividend Equity ETF (SCHD) has demonstrated remarkable resilience and consistency in 2025, trading at $27.29 and marking a one-year gain of 6.17%, with a total return (including dividends) of 10.22%. The ETF’s performance has slightly lagged the tech-fueled S&P 500 but outpaces many traditional income-focused instruments, making it especially relevant for Philippine investors seeking stable U.S. exposure. Recent drivers include the October 2024 3:1 stock split—broadening retail access—and sustained dividend growth. Against a favorable macro backdrop characterized by potential rate cuts from the U.S. Federal Reserve and robust consumer and healthcare sectors, SCHD remains well-positioned to capitalize on the enduring appeal of dividend-paying U.S. equities for long-term portfolio construction and regular income.
Technical analysis
Technical signals currently affirm a bullish momentum for SCHD. The Relative Strength Index (RSI) stands at 58.43, firmly within buy territory but not yet overbought. MACD at 0.06 supports upward price structure, while the share price's position above all major moving averages (20, 50, 100, and 200 days) indicates solid upside breadth and a potential “golden cross” formation. Support is well-established at $27.16, limiting near-term downside risk, and resistance at $27.54 could serve as the next short-term breakout level. The ETF’s ability to remain above all these critical averages underscores a strong underlying bid, even during market pullbacks—a clear signal of healthy accumulation.
Fundamental analysis
SCHD’s foundation is rooted in an attractive mix of revenue and income growth, rigorous portfolio selection, and cost-effective management. The ETF offers investors access to a portfolio of 103 high-quality U.S. companies, tracking the Dow Jones U.S. Dividend 100 Index. An annualized dividend growth rate of 10% and a payout ratio of 54.65% illustrate both sustainability and enhancement potential. Net assets have reached $71.26B, a testament to investor trust and strategic expansion. The price/earnings ratio of 14.57 is highly compelling, particularly versus peers and the S&P 500. With an exceptionally low annual fee of just 0.06%, SCHD preserves investor returns much more effectively than most comparable ETFs, fortifying its appeal for Filipino investors seeking cost-efficient U.S. market exposure. Its sector allocation—anchored by Consumer Defensive, Energy, and Healthcare—ensures the ETF captures both growth and defensive trends, complemented by blue-chip names such as Texas Instruments, ConocoPhillips, and Coca-Cola.
Volume and liquidity
SCHD displays impressive liquidity, with a 3-month average daily trading volume of 16.55 million shares. This magnitude of turnover reduces bid-ask spreads and enhances trade execution, reflecting robust confidence from both retail and institutional participants. With an expansive float (2.61 billion shares outstanding), the ETF offers excellent tradability with minimal slippage—beneficial for both tactical traders and long-term investors in the Philippines aiming for reliable U.S. asset diversification. Volume-based stability further signals that SCHD’s share price is reflective of intrinsic portfolio value and dynamic market adjustments, not isolated speculative moves.
Catalysts and positive outlook
- An anticipated decrease in U.S. interest rates enhances the attractiveness of high-yield dividend strategies relative to cash and bonds.
- The ETF's significant exposure to Energy (18.8%) and Healthcare (14.55%) sectors positions it favorably amid continued commodity strength and increased health spending—secular themes with global resonance.
- Ongoing demographic shifts (aging U.S. and global populations) support secular demand for sustainable dividend income, reinforcing SCHD’s utility in any multi-year investment plan.
- ESG and sustainability trends are forecast to drive capital into high-quality, low-fee, and robustly governed ETFs like SCHD.
- The annual reconstitution of the underlying Dow Jones Dividend 100 index maintains portfolio quality, adapting to new leaders and opportunities without legacy drag.
Notably, the ETF’s ultra-competitive fee structure ensures that even in sideways or down markets, shareholders are not penalized by excessive costs—an invaluable trait for long-term compounding.
Investment strategies
- Short-term: Tactical investors may find opportunities at or near technical support ($27.16), or during slight market pullbacks, capitalizing on short-term mean reversion strategies or dividend record dates.
- Medium-term: For those targeting holding periods of 6–24 months, accumulating positions ahead of potential Fed rate cuts or quarterly rebalancing events may prove prudent, exploiting likely inflows and renewed sector strength.
- Long-term: Core portfolio builders can anchor SCHD as a foundational holding for income, compounding, and U.S. dollar exposure—especially appealing to Philippine investors seeking reliable U.S.-denominated yield in the face of local inflation and currency volatility.
Best practice includes positioning at or below the 20-day moving average, or gradually building a core stake through regular contributions—a method that reduces market timing risk while harnessing the ETF’s income and growth momentum.
Is it the right time to buy Schwab U.S. Dividend Equity ETF?
The investment case for Schwab U.S. Dividend Equity ETF appears robust and timely. It combines broad-based diversification, high-quality blue-chip exposure, a proven track record of dividend and capital appreciation, and market-leading management efficiency at minimal cost. Recent technical and fundamental shifts, paired with growing demand for U.S.-listed dividend vehicles from global investors—including those in the Philippines—further reinforce the notion that SCHD may be entering a new bullish chapter.
While every investment carries inherent market risks, the ETF’s balanced sector allocation, defensive yield orientation, and clear structural advantages seem to represent an excellent opportunity for those focused on long-term wealth accumulation and income stability. For investors seeking to build positions ahead of a possible rate-driven rotation into U.S. value and dividend equities, SCHD’s current setup and momentum may be particularly well-suited.
In summary, Schwab U.S. Dividend Equity ETF demonstrates all the hallmarks of a prudent and attractive portfolio cornerstone, with favorable timing supported by both micro and macro trends. Investors and portfolio managers in the Philippines would do well to give SCHD close consideration as they seek to harness the power of growing U.S. dividends in 2025 and beyond.
How to buy Schwab U.S. Dividend Equity ETF stock in the Philippines?
Buying Schwab U.S. Dividend Equity ETF stock online is simple and secure through any regulated and reliable broker. A Filipino investor can either buy actual shares (known as spot buying) or trade using Contracts for Difference (CFDs), which allow speculation on price movements without owning the ETF. Spot buying is best for long-term investors, while CFDs suit those seeking flexibility or leverage. You’ll find a comparison of the main online brokers and local options further down this page to help you choose.
Spot buying
A cash purchase means you directly acquire shares of Schwab U.S. Dividend Equity ETF in your name through a regulated broker. You pay a fixed order commission, usually ranging from PHP 250 to PHP 500 per transaction, plus a small percentage depending on the broker.
ETF Investment Gain Scenario Example
For example: If the Schwab U.S. Dividend Equity ETF share price is $27.29 (about PHP 1,600), you can buy around 36 shares with a $1,000 (about PHP 58,500) stake, including a typical brokerage fee of $5.
✔️ Gain scenario: If the share price rises by 10%, your shares are now worth about $1,100. Result: +$100 gross gain, or +10% on your investment.
Trading via CFD
CFDs (Contracts for Difference) let you trade Schwab U.S. Dividend Equity ETF without owning the underlying shares. Instead, you speculate on price movements with leverage, where trading fees usually include the bid-ask spread and overnight financing if you keep your position open for more than a day.
Example of a CFD Gain Scenario
Example: You open a CFD position on Schwab U.S. Dividend Equity ETF with $1,000 and 5x leverage. This gives you $5,000 of market exposure.
✔️ Gain scenario: If the ETF rises by 8%, your position gains 8% × 5 = 40%. Result: +$400 gain on a $1,000 investment (excluding fees).
Final advice
Before investing, always compare each broker’s fees, currency conversion rates, and available features to match your needs. Your choice between spot buying or trading CFDs depends on your goals—whether you seek steady dividend income or short-term opportunities. A detailed broker comparison is available further down this page to help you decide with confidence.
Compare the best brokers in the Philippines!Compare brokersOur 7 Tips for Buying Schwab U.S. Dividend Equity ETF
| 📊 Step | 📝 Specific tip for Schwab U.S. Dividend Equity ETF |
|---|---|
| Analyze the market | Review U.S. dividend trends and economic factors affecting large-cap value stocks before buying Schwab U.S. Dividend Equity ETF. |
| Choose the right trading platform | Use a reputable broker that provides access to U.S. ETFs, competitive fees, and support for Philippine investors purchasing Schwab U.S. Dividend Equity ETF. |
| Define your investment budget | Decide on a clear budget and size your position, considering both exchange rates and the stable, income-focused nature of Schwab U.S. Dividend Equity ETF. |
| Choose a strategy (short or long term) | Opt for a long-term approach to benefit from growing dividends and compounding returns with Schwab U.S. Dividend Equity ETF. |
| Monitor news and financial results | Regularly follow announcements on quarterly dividends, fund rebalancing, and sector developments influencing Schwab U.S. Dividend Equity ETF. |
| Use risk management tools | Place stop-loss orders or set profit targets to protect gains and manage currency fluctuations when investing in Schwab U.S. Dividend Equity ETF. |
| Sell at the right time | Plan to sell during periods of price strength, after dividend distribution, or if strategic portfolio adjustments are needed with Schwab U.S. Dividend Equity ETF. |
The latest news about Schwab U.S. Dividend Equity ETF
The Schwab U.S. Dividend Equity ETF achieved a positive 0.89% gain over the past week. This recent uptick reinforces its relative strength in a market climate where dividend-focused instruments are increasingly in demand among Philippine investors seeking stable income streams. The ETF’s year-on-year return now stands at 6.17%, bolstered by resilient U.S. economic data.
The latest quarterly dividend distribution was $0.2602 on June 25, 2025, confirming ongoing yield reliability. For Philippine residents, this highlights the ETF’s ability to deliver consistent payouts even in fluctuating global conditions, making it especially appealing for those prioritizing regular portfolio income.
Technical indicators signal a bullish bias, with the price above all key moving averages. RSI stands at 58.43 and MACD remains in positive territory, underlining upward momentum. The ETF is trading above its 20-, 50-, 100-, and 200-day moving averages, with a potential "golden cross" forming, which historically precedes further advances.
Schwab U.S. Dividend Equity ETF assets under management rose to $71.26 billion, reflecting ongoing investor confidence. This sustained growth highlights the fund’s scalability and ability to absorb new inflows from institutional and retail investors in Asia, and potentially from Philippine-based platforms offering global ETF access.
The ETF maintains an ultra-competitive 0.06% expense ratio for PH investors seeking efficient exposure. Combined with a 3.76% dividend yield and broad sector diversification—including consumer defensive, energy, and healthcare—the ETF stands as a prime building block for portfolios targeting income and resilience amid global market uncertainties.
FAQ
What is the latest dividend for Schwab U.S. Dividend Equity ETF stock?
The most recent dividend for Schwab U.S. Dividend Equity ETF was $0.2602 per share, paid on June 25, 2025. This ETF pays regular quarterly dividends, and its current annualized yield is approximately $1.03 per share. The dividend has shown a history of steady growth, reflecting the ETF’s high-quality portfolio and strong distribution policy.
What is the forecast for Schwab U.S. Dividend Equity ETF stock in 2025, 2026, and 2027?
Based on current levels, the projected share prices for Schwab U.S. Dividend Equity ETF are $35.48 by end-2025, $40.94 by end-2026, and $54.58 by end-2027. These outlooks are supported by the ETF’s continued asset growth, strong sector fundamentals, and consistent investor demand for high-dividend strategies.
Should I sell my Schwab U.S. Dividend Equity ETF shares?
Holding Schwab U.S. Dividend Equity ETF shares could be appropriate given its attractive current valuation, low expense ratio, and strong track record of performance and dividends. This ETF offers exposure to a diversified portfolio of major U.S. dividend stocks, which can help build wealth steadily over time. Its resilience during various market conditions supports a long-term approach focused on compounding growth.
What taxes apply to Schwab U.S. Dividend Equity ETF for investors in the Philippines?
Philippine residents investing in Schwab U.S. Dividend Equity ETF are subject to a 30% U.S. withholding tax on dividends, which may be reduced under applicable treaty rules. Shares do not qualify for local tax-advantaged schemes such as PERA, and capital gains are generally not taxed in the U.S. but may be reportable in PH under local laws. Always consult a tax expert for your specific situation.
What is the latest dividend for Schwab U.S. Dividend Equity ETF stock?
The most recent dividend for Schwab U.S. Dividend Equity ETF was $0.2602 per share, paid on June 25, 2025. This ETF pays regular quarterly dividends, and its current annualized yield is approximately $1.03 per share. The dividend has shown a history of steady growth, reflecting the ETF’s high-quality portfolio and strong distribution policy.
What is the forecast for Schwab U.S. Dividend Equity ETF stock in 2025, 2026, and 2027?
Based on current levels, the projected share prices for Schwab U.S. Dividend Equity ETF are $35.48 by end-2025, $40.94 by end-2026, and $54.58 by end-2027. These outlooks are supported by the ETF’s continued asset growth, strong sector fundamentals, and consistent investor demand for high-dividend strategies.
Should I sell my Schwab U.S. Dividend Equity ETF shares?
Holding Schwab U.S. Dividend Equity ETF shares could be appropriate given its attractive current valuation, low expense ratio, and strong track record of performance and dividends. This ETF offers exposure to a diversified portfolio of major U.S. dividend stocks, which can help build wealth steadily over time. Its resilience during various market conditions supports a long-term approach focused on compounding growth.
What taxes apply to Schwab U.S. Dividend Equity ETF for investors in the Philippines?
Philippine residents investing in Schwab U.S. Dividend Equity ETF are subject to a 30% U.S. withholding tax on dividends, which may be reduced under applicable treaty rules. Shares do not qualify for local tax-advantaged schemes such as PERA, and capital gains are generally not taxed in the U.S. but may be reportable in PH under local laws. Always consult a tax expert for your specific situation.
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