Schwab US Dividend Equity ETF - Schwab
Shareclass
Schwab US Dividend Equity ETF (SCHD)
Type
Exchange-traded fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab US Dividend Equity ETF - Schwab
FUND COVERAGE
# of holdings81
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. General Mills Inc1.02%$723.89M
- 2. Ford Motor Co2.09%$1.48B
- 3. PepsiCo Inc4.01%$2.85B
- 4. Bristol-Myers Squibb Co4.04%$2.86B
- 5. Hershey Co/The1.12%$796.49M
- 6. Wendy's Co/The0.05%$38.21M
- 7. Verizon Communications Inc3.77%$2.67B
- 8. Altria Group Inc3.55%$2.52B
- 9. Merck & Co Inc4.99%$3.54B
- 10. Kimberly-Clark Corp1.46%$1.04B
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. International Bancshares Corp0.14%$102.8M
- 2. Interparfums Inc0.06%$42.4M
- 3. Cohen & Steers Inc0.07%$49.95M
- 4. CNA Financial Corp0.04%$28.9M
- 5. CVB Financial Corp0.1%$72.9M
- 6. Federated Hermes Inc0.15%$106.03M
- 7. Cincinnati Financial Corp1.06%$749.33M
- 8. HF Sinclair Corp0.34%$240.57M
- 9. American Financial Group Inc/OH0.38%$272.56M
- 10. CF Industries Holdings Inc0.51%$364.48M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Schwab US Dividend Equity ETF - Schwab
Totals
Holdings
Assets
Weight
Prisons
6.0
$4.26B
6.01%
Prisons high risk
1.0
$649.32M
0.92%
Private prisons
0.0
$0
0%
Borders
3.0
$4.26B
6%
Borders high risk
1.0
$2.69B
3.79%
Total
7.0
$6.95B
9.8%
Holdings — 7 flagged holdings
1.
Lockheed Martin Corp
:$2.69B
3.79%
2.
Ford Motor Co
:$1.48B
2.09%
3.
Target Corp
$1.18B
1.66%
4.
Archer-Daniels-Midland Co
$834.43M
1.18%
5.
Regions Financial Corp
$649.32M
0.92%
6.
Western Union Co/The
:$81.17M
0.11%
7.
Wendy's Co/The
$38.21M
0.05%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab US Dividend Equity ETF - Schwab SCHD
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