SCHD - NEW RECORD HIGH Dividends (+24%)

A few days ago I made a video on SCHD which is the Schwab us dividend Equity ETF and I talked about why many investors are looking to dump the ETF for Superior alternatives, after very disappointing performance over the last 2 years.

I shared my own opinion on the topic, talked about one of my preferred dividend ETFs, DGRO, and I also made some comments about its dividend growth problem.

Which unfortunately is where I made a small mistake.

Now this doesn't change my overall view of the ETF.
But I want to elaborate on the funds dividend growth and recent dividend distribution.
The ETF posted record high dividend distribution, of 82 cents per share.

Which has boosted the funds dividend yield from 3.4% to 3.6%!

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Disclaimer:
I am not a financial advisor. Viktoriya Moskalyuk does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.

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[TechInvesting]

SCHD is a value fund and not a growth ETF. It is sticking to its formula which is the whole point. I hold it with other growth ETFs in my portfolio. This allows me to diversify and rebalance.

[lucasanderson]

I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?

[raultoro]

I’m 50% SNP 500
20 % SCHD 20% VGT 10%
All good here

[mandyyonge]

My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

[QuentinHufton]

*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*

[davidtremblay]

Viktoriya, I’m confused you contradicted your self. in your previous videos you recommended SCHD and QQQM, calling them the “Dream Team” then you say to dump these ETFs and now your saying SCHD issued a record high dividend. I bought SCHD and QQQM as part of my portfolio for the long term investment QQQM has increased in price by $15 since buying it. I recommend to Unsubscribe and hit the dislike.

[AnyangU]

I can only speak for myself. Other people have different investment strategies. I like SCHD because of its emphasis on a growing qualified dividend yield, at a reasonable cost. Some people want to focus on growth but then when they retire sell and reinvest into dividends. I prefer to invest in a dividend snowball, so I have a good yield on investment without having to sell and experience a tax event. Maybe, growth minus a tax event will outgrow my dividend snowball. I don't know. But, I am willing to find out. And I think that is what you are also missing in your analysis Viktoriya. I mean I don't care we don't see eye to eye on this. We don't have to. You bring an interesting perspective and I like when you make me think. But, at the end of the day, I make my own decisions. Lastly, I don't only invest in SCHD. I use other investment vehicles for other goals but I purchase SCHD for its dividend yield and dividend yield. growth - for its "snowball" if you will.

[et_phonehome_]

It’s the problem when people just jump ship because of what they hear from YouTubers. Know what you want instead of jumping ship. Too many investors want a quick rich scheme.

[terrycoye]

SCHD knows what it is doing, and it is doing exactly what it says it will do. It isn’t pretending to do what DGRO is doing, so the comparison is weak. Go with the ETF that best matches your goals and stick with it until your goals change.

[RB-jeyj]

Schd is king!!!! Long term!!! 7k shares here!

[Bloodyplague]

Dump this, buy that.

The next week: Buy the thing I told you to dump.

[RichardAkin-qjxt]

I sold my SCHD in my Roth and took a 2 yr gain. I bought YMAX and FEPI because the dividends will beat SCHDs growth, i did a backtest. Sold half of my SCHD in my traditional IRA and bought NVDA.

[rdgale]

What would your opinion be of SCHD if it looked at the TOTAL RETURN of a stock instead of just the dividend yield? Is there an ETF that looks at that already?

[GanganiJaydeep]

You definitely have my sub. This content is next level. For me Unimantic was the turning point. Please keep doing what you do and keep being you, love it

[BruceChavers]

I see your points and thanks for clarifying.

[RayBo]

You don't need to apologize for anything. 🙂 SCHD has become more defensive in the short term. There are plenty of other etfs, like you pointed out, to balance things—"DIVB and DGRO." Once the rotation starts out of the nifty-50 types, I think folks will be happy they did not dump SCHD. The game is long, and as said in sports, something like: "Offence gets you to the play-offs, but defense wins championships."

[HabibullahAmjd]

Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 2.1BTC to a decent 15B TC in the space of a few weeks... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..

[destroyingthematrix]

I’m glad I ignored your previous video on Schd

[metalmilitia]

SCHD contains stocks I don’t own so is a nice hedge/ diversification for me. Thanks for the content!