24/7 Wall Street
28 May 2026, 15:44 UTC · 4d ago
SCHD's $71.6 Billion Portfolio Delivers 20% Gains Plus 3.3% Yield This Year
24/7 Wall Street
28 May 2026, 15:44 UTC · 4d ago
Story key points
5 claims · impact-rated
The Schwab U.S. Dividend Equity ETF (SCHD) has delivered a 20% year-to-date price return, outperforming the S&P 500. — Strong relative performance of a major dividend fund suggests a rotation toward value and quality assets.
+0.40Coca-Cola reported a 132% year-over-year increase in Q1 free cash flow and expects 8-9% comparable EPS growth for 2025. — Significant organic growth and cash flow strength in a staple giant are positive for the stock and sector.
+0.30AbbVie raised its 2026 adjusted EPS guidance to $14.08 - $14.28, successfully offsetting Humira sales declines with Skyrizi and Rinvoq growth. — Proof of successful product pipeline transition reduces the risk of a 'patent cliff' for the company.
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Verizon maintains a high dividend yield of 5.7% and has increased payouts for 19 straight years despite $144 billion in debt. — High yield is attractive, but the massive debt load creates a neutral-to-slight risk overhang.
Lockheed Martin and Chevron both reported negative free cash flow in Q1, though management maintained full-year guidance. — Short-term cash flow volatility in defense and energy is a minor negative, though mitigated by long-term guidance.
-0.10Ticker attribution
Model heads
Strong growth with Q1 free cash flow rising 132% and an 8-9% EPS growth guidance.
Q1 revenue rose 3% and growth portfolio is offsetting legacy declines with well-covered dividends.
New drug growth is offsetting Humira declines, and management raised 2026 EPS guidance.
Strong free cash flow covers dividends and the company has 19 straight years of payout increases.
Raised quarterly payout and executed buybacks despite a soft Q1 free cash flow.
Despite a swing to negative Q1 free cash flow, management reaffirmed full-year guidance comfortably above the dividend.
Mentioned only as a historical reference for an analyst's track record.
[a_to_b] SCHD holds Coca-Cola as a top position in the ETF basket.
[a_to_b] SCHD holds Verizon as a top position in the ETF basket.
[a_to_b] SCHD holds Bristol Myers Squibb as its largest position in the ETF basket.
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24/7 Wall Street
53m ago
[mutual] SCHD is compared to the Vanguard High Dividend Yield ETF as a dividend alternative.
[mutual] SCHD is compared to the iShares Core Dividend Growth ETF as a dividend alternative.
