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ETFs and Funds Analysis

ETF Analysis

Summary

Schwab U.S. Dividend Equity ETF remains a core income and slow growth holding, but what to do in this multi-year rally?

SCHD's recent 6% pullback was healthy. We were early on expecting that pullback. Whether the ETF will deliver dependable yield, stable dividend growth, and disciplined fundamentals is in question.

The September quarterly rebalance anchored different sectors, reinforcing risk controls but changing what you own.

SCHD's yield, focus on dividend growth, and low cost can be used as a complement to growth-focused investments, especially on market dips.

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This has been a volatile market recently. Breadth has been very mixed to negative. Tech has had a really bad two weeks. Oil prices start to abate and then surge on international headlines.…