- SCHD edged higher pre‑market and is modestly positive over the last five days and year‑to‑date; five‑day net flows turned negative. [1]
- TipRanks’ ETF consensus rates SCHD a Moderate Buy with an implied upside from analysts covering its holdings. [2]
- Monthly‑payout rivals (JEPI, DIV, DIVO) remain in focus for retirees seeking steady income, with eye‑catching yields highlighted in a new roundup. [3]
- SCHD charges a low 0.06% expense ratio and tracks the Dow Jones U.S. Dividend 100 Index. [4]
Price check (SCHD)
As of Nov. 10, 2025, SCHD last traded around $26.55 intraday. (Time stamp: 15:22 UTC.)
- 5‑day performance: +0.79%
- YTD: +0.60%
- Pre‑market move earlier today: +0.15%
- 5‑day net flows: ≈ –$122 million
- ETF consensus: Moderate Buy; average implied upside based on holdings‑level targets. [5]
What’s new today: SCHD holds steady while flows soften
In today’s SCHD Daily Update (11/10/2025), TipRanks reported a small pre‑market uptick for the Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD), modest weekly and YTD gains, and a negative five‑day flow trend (≈ –$122M). TipRanks’ holdings‑weighted analyst view keeps SCHD at Moderate Buy with an average price target that implies double‑digit upside versus recent trading. [6]
Separately, Yahoo Finance framed the current setup as potentially attractive for long‑term dividend investors considering SCHD—emphasizing its quality‑screened approach and appeal to income seekers. [7]
Income spotlight: Monthly‑pay ETFs getting clicks (JEPI, DIV, DIVO)
A fresh 24/7 Wall St. roundup of monthly income ETFs spotlights:
- JEPI (JPMorgan Equity Premium Income ETF): ~7.17% yield, about 11% “income yield” over the past 12 months via options writing.
- DIV (Global X SuperDividend U.S.): ~7.67% yield, concentrated in energy, real estate and utilities.
- DIVO (Amplify CWP Enhanced Dividend Income): ~4.86% yield, with a covered‑call overlay and strong recent multi‑year total returns. [8]
The takeaway for retirees: JEPI/DIV/DIVO can complement a core dividend ETF such as SCHD if monthly cash flow is a priority—though strategies and risk profiles differ (options overlays, sector tilts, active management). [9]
Fees, yield and strategy: Where SCHD fits
- Expense ratio:0.06% (among the lowest in its peer group).
- Objective: Track the Dow Jones U.S. Dividend 100™ Index (focus on quality, sustainability of dividends). [10]
On yield, Schwab’s latest fund report shows:
- 30‑day SEC yield:~3.92% (latest fact sheet figures). [11]
Bottom line: SCHD remains a low‑cost, rules‑based dividend core holding, while monthly‑payout funds like JEPI/DIV/DIVO target higher current income—often by taking different sources of risk (e.g., options premium or sector concentration). [12]
Portfolio tilt & what to watch
Earlier this year, SCHD boosted its energy exposure during its annual reconstitution—lifting the stake into the ~20% neighborhood. That can support income when energy outperforms, but it also raises cyclicality and commodity‑linked risk. Current Schwab data show energy near ~19–20% of assets. [13]
Next dividend date: SCHD’s next ex‑dividend date is slated for Dec. 10, 2025, based on the distribution calendar. [14]
Today’s retiree checklist
- Need monthly cash flow? Consider JEPI/DIV/DIVO—but understand options risk and sector tilts. [15]
- Want broad, rules‑based dividend exposure at very low cost? SCHD’s 0.06% fee and quality screen keep it on many core lists. [16]
- Watch flows and rebalances: Short‑term outflows don’t necessarily change a long‑term thesis, but they can signal sentiment—watch whether negative flows persist. [17]
Data box (Nov. 10, 2025)
- SCHD last price (intraday): ~$26.55 (15:22 UTC)
- 30‑day SEC yield: ~3.92% (latest fund report) [18]
- Expense ratio: 0.06% [19]
- 5‑day flows: ≈ –$122M [20]
- Next ex‑dividend date: Dec. 10, 2025 [21]
Editor’s note & sources (Nov. 10, 2025)
- Daily performance & flows: TipRanks SCHD ETF Daily Update (11/10/2025). [22]
- Core fund profile & fees:Schwab Asset Management (product page) and latest fund report (PDF). [23]
- Holdings/sector mix: Schwab live holdings page. [24]
- Context/analysis: Yahoo Finance commentary on buying SCHD now. [25]
- Monthly‑income ETF roundup:24/7 Wall St. (Nov. 6, 2025). [26]
- Additional background on energy tilt: Barron’s coverage of SCHD’s reconstitution. [27]
Disclosure: This article is for information and news purposes only and is not investment advice. Markets move; verify figures against your broker or fund provider before trading.
References
1. www.tipranks.com, 2. www.tipranks.com, 3. 247wallst.com, 4. www.schwabassetmanagement.com, 5. www.tipranks.com, 6. www.tipranks.com, 7. finance.yahoo.com, 8. 247wallst.com, 9. 247wallst.com, 10. www.schwabassetmanagement.com, 11. www.schwab.wallst.com, 12. 247wallst.com, 13. www.barrons.com, 14. www.wallstreethorizon.com, 15. 247wallst.com, 16. www.schwabassetmanagement.com, 17. www.tipranks.com, 18. www.schwab.wallst.com, 19. www.schwabassetmanagement.com, 20. www.tipranks.com, 21. www.wallstreethorizon.com, 22. www.tipranks.com, 23. www.schwabassetmanagement.com, 24. www.schwab.wallst.com, 25. finance.yahoo.com, 26. 247wallst.com, 27. www.barrons.com
