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SCHD

Live
Real-time chart · IB-grade AI research · Polygon.io data feed
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Stonvex AI

SCHD

AI Research Report

Powered by Claude

Ready to analyze SCHD

Runs the full IB-grade framework: Narrative, Reverse DCF, Comps, Sensitivity, and Deal Radar. Takes 20–40 seconds.

Free preview · 3 reports / hour · No sign-up required

Earnings

Next report date, year-over-year trend, and recent quarter history.

Earnings history activates with Polygon. When configured, this panel shows the next report date, consensus EPS/revenue, and the last 4 quarters of actual-vs-estimate.

Quant Grades

6-factor scoring with sector-relative rank. Updated daily.

C+
Stonvex Quant Grade
50.0/ 100
Rank-normalised composite of 6 factors, updated every 60 seconds.
Volume
C+
50 / 100

Today's volume vs prior session average.

Volatility
C+
50 / 100

Absolute daily price move vs peers.

News Flow
C+
50 / 100

24h article count relative to the universe.

Sentiment
C+
50 / 100

AI-classified polarity of recent news.

Dollar Flow
C+
50 / 100

Today's dollar turnover (volume × VWAP).

Relative Strength
C+
50 / 100

Signed daily return vs the rest of the universe.

No recent insider activity on SEC EDGAR.

Financial statements

Most recent quarterly filings sourced directly from SEC EDGAR.

Financial statements activate with Polygon. The Developer plan includes quarterly and annual filings sourced directly from SEC EDGAR.

Corporate events

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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.

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This site is for informational purposes only. Not investment advice. Past performance does not guarantee future results. Stonvex is not a registered investment advisor (RIA). You must be 18 years or older to use this service.

Latest news

Factor Grades

5-factor analysis: Valuation, Growth, Profitability, Momentum, Financial Health.

📅 Earnings

Factor Grades

View details →
C
Overall score: 53/100
C
Valuation
C
Growth
C
Profitability
B-
Momentum
C
Financial Health
  • SeekingAlpha·9h ago

    CGDV: Activity Picking Up For This Top-Performing Large-Cap ETF (Rating Downgrade)

    Analyze CGDV’s holdings shifts, turnover, and valuation vs SPY/SCHD—plus why earnings surprises may matter.

  • SeekingAlpha·12h ago

    Guarding Against Tech Creep In Portfolios

    Guarding against tech creep requires more than looking at labels like "core" or "dividend" attached to investments. It requires a clear understanding of the embedded underlying exposures.

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    4% rule failing? Read about how we would structure a 7–8% yield retirement income portfolio and capital recycling strategy to beat inflation and use volatility in your favor.

  • SeekingAlpha·15h ago

    The Hidden Winners Inside SCHD - April 2026 Breakdown

    Schwab U.S. Dividend Equity ETF (SCHD) has outperformed in 2026, up over 11% YTD versus a flat SPY.

  • SeekingAlpha·15h ago

    ValuEngine Weekly Market Summary And Commentary

    U.S. equity markets continued to show constructive momentum this week, with broad-based gains across major ETFs led by strength in technology and industrial sectors. Read more here...

  • SeekingAlpha·1d ago

    TBG: Consistent Dividend Growth But Underwhelming Total Returns

    TBG Dividend Focus ETF: Hold rating amid high fees and average returns.

  • SeekingAlpha·1d ago

    SCHD: Weathering Potentially Higher Inflation Ahead

    SCHD ETF: inflation hedge with energy & healthcare tilt, discounted valuation, and resilient dividends amid rate risk and geopolitics.

  • SeekingAlpha·1d ago

    The 1 Rule For Retiring On Dividends In 2026's Crazy Market

    2026 dividend investing is shifting fast: SCHD rises as the S&P 500 stumbles. Read more macro analysis here.

  • View all news →
NASDAQMarket closed
SCHD
—
— (—)
Open
—
Prev close
—
Day range
— – —
52W range
$24.31 – $31.95
Mkt cap
—
P/E
—
EPS
—
Beta
0.72

Fundamentals

Valuation
Market Cap
—
P/E (TTM)
—S&P avg ~22
P/S (TTM)
—S&P avg ~2.8
P/B
—S&P avg ~4.5
P/FCF
—S&P avg ~26
EPS (TTM)
—
Book/sh
—
Cash/sh
—
Profitability
Gross Margin
—
avg ~45%
Operating Margin
—avg ~15%
Net Margin
—avg ~12%
ROE
—avg ~18%
ROA
—avg ~7%
ROI
—
Payout Ratio
—
FCF/sh
—
Growth & Health
Rev Growth YoY
—
Rev Growth 5Y
—
EPS Growth YoY
—
EPS Growth 5Y
—
Current Ratio
—
Quick Ratio
—
Debt/Equity
—
LT Debt/Eq
—
Trading & Dividends
Beta
0.72
52W High
$31.95
52W Low
$24.31
Avg Vol (10D)
25.59M
Avg Vol (3M)
22.61M
Div Yield
—
Div/sh (TTM)
—
Analyst
—
Price Performance
5D+0.59%
MTD+0.20%
3M+8.16%
6M+12.44%
YTD+12.07%
1Y+23.11%