SCHD holder sentiment and March 23, 2026 rebalance
Key Questions
What changes occurred in the SCHD ETF rebalance on March 23, 2026?
The rebalance involved 22 swaps, with VLO and HAL removed, and 25 new holdings added, including UNH at 4% weight, AVGO, and JPM. This update reflects strong holder sentiment and $4B inflows in Q1.
How has a $1,000 investment in AVGO from 2016 performed with DRIP?
A $1,000 investment in AVGO from 2016 grew to $25.6k with dividends reinvested, yielding a YOC of 16.38%. AVGO reported Q1 FY26 revenue of $19.3B with $8.4B from AI, and Q2 at $22B.
What are the dividend growth statistics for SCHD holdings?
SCHD holdings show an average 5-year dividend growth of 63%, generating an extra $2,700 per year on a $300k portfolio. Q1 dividends ranged from $0.2587 to $0.2707 per share.
How does SCHD's energy sector weighting perform compared to benchmarks?
SCHD's energy sector is 19.9% overweight, outperforming the S&P 500, HDV, and VYM year-to-date. This contributes to SCHD's edge in growth via DCA and DRIP strategies.
What alternatives to SCHD are suggested, and why monitor certain holdings?
Alternatives include SDY, FVD, DLN, and HDV. Monitor flows and volatility in AVGO, JPM, and UNH post-rebalance, as recent promotions highlight SCHD's superiority over VIG, DGRO, and JEPI.
Rebalance complete 3/23/2026 w/22 swaps (VLO/HAL out, 25 new incl UNH 4%, AVGO/JPM); Oil $113 surge boosts Energy 19.9% overweight crushing S&P/HDV/VYM YTD; AVGO strong AI rev; 63% avg 5yr div gr, Q1 $4B inflows/div up; ETF promos reinforce SCHD growth/DRIP edge over VIG/DGRO/JEPI; alts SDY/FVD/DLN/HDV; monitor AVGO/JPM/UNH flows/vol/oil.