Schwab U.S. Dividend Equity ETF™
Shareclass
Schwab US Dividend Equity ETF™ (SCHD)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab U.S. Dividend Equity ETF™
FUND COVERAGE
# of holdings82
% 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. The Interpublic Group of Companies Inc0.39%$268.13M
- 2. General Mills Inc1.04%$716.56M
- 3. Ford Motor Co2.11%$1.45B
- 4. PepsiCo Inc4.07%$2.81B
- 5. Bristol-Myers Squibb Co3.83%$2.64B
- 6. The Hershey Co1.05%$722.11M
- 7. The Wendy's Co Class A0.06%$38.23M
- 8. Verizon Communications Inc3.66%$2.52B
- 9. Altria Group Inc3.52%$2.43B
- 10. Merck & Co Inc4.21%$2.9B
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. International Bancshares Corp0.15%$101.98M
- 2. Interparfums Inc0.07%$46.49M
- 3. Cohen & Steers Inc0.08%$54.38M
- 4. CNA Financial Corp0.04%$27.69M
- 5. CVB Financial Corp0.1%$68.64M
- 6. Federated Hermes Inc Class B0.14%$99.63M
- 7. Cincinnati Financial Corp1%$687.54M
- 8. HF Sinclair Corp0.35%$238.99M
- 9. American Financial Group Inc0.37%$258.17M
- 10. CF Industries Holdings Inc0.55%$382.05M
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 U.S. Dividend Equity ETF™
Totals
Holdings
Assets
Weight
Prisons
6
$4.23B
6.12%
Prisons high risk
1
$615.06M
0.89%
Private prisons
0
$0
0%
Borders
3
$4.93B
7.15%
Borders high risk
2
$3.48B
5.04%
Total
7
$7.09B
10%
Holdings — 7 flagged holdings
1.
Lockheed Martin Corp
:$2.87B
4.15%
2.
Ford Motor Co
:$1.45B
2.11%
3.
Target Corp
$1.2B
1.74%
4.
Archer-Daniels-Midland Co
$830.56M
1.2%
5.
Regions Financial Corp
:$615.06M
0.89%
6.
The Western Union Co
$86.81M
0.13%
7.
The Wendy's Co Class A
$38.23M
0.06%
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 U.S. Dividend Equity ETF™ SCHD
Environment
Social
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