# Schwab U.S. Dividend Equity ETF (SCHD)

> Source: Nexqual · https://nexqual.com/SCHD · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Schwab U.S. Dividend Equity ETF (SCHD), nexqual.com/SCHD" · informational, not investment advice.

**Price:** USD 35.4 (+2.14% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 34.66 · day 34.79–35.45 · 52w 26.32–35.45 · market cap null · PCX

## Key facts
- 1 of 80 tracked superinvestors hold SCHD (13F, Q3 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y +35.6% vs S&P 500 +14.9%; 5Y +62.8% vs S&P 500 +80.3%.

## Superinvestors (SEC 13F-HR, Q3 2026)
1 of 80 tracked investors hold SCHD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| David Katz | Matrix Asset Advisors | 0.02% | $214K | Added +0.7% |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +35.6% | +62.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +35.7% | +10.2% |
| Volatility (annualized) | 11.4% | 14.3% |
| Max drawdown | -6.9% (Aug 2026→Sep 2026) | -16.6% (Jan 2022→Sep 2022) |

## Peers
JEPI (JPMorgan Equity Premium Income ) USD 57.29 -0.10% · VYM (Vanguard High Dividend Yield ET) USD 162.6 +0.71% · VOO (Vanguard S&P 500 ETF) USD 702.3 -1.18% · QQQM (Invesco NASDAQ 100 ETF) USD 290.13 -2.85% · JEPQ (JPMorgan Nasdaq Equity Premium ) USD 58.42 -2.55%

## More
Full page: https://nexqual.com/SCHD · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 14.9% | ±2.0% |
| 2026-11-06 | 14 | 14.7% | ±2.6% |
| 2026-11-13 | 21 | 14.4% | ±3.0% |
| 2026-11-20 | 28 | 14.5% | ±3.4% |
| 2026-11-27 | 35 | 14.2% | ±3.7% |
| 2026-12-04 | 42 | 16.9% | ±4.8% |
| 2026-12-18 | 56 | 12.8% | ±4.4% |
| 2027-01-15 | 84 | 13.2% | ±5.3% |