SCHD ETF: Stop Calling It A Value Fund; It's A Quality Momentum Strategy (NYSEARCA:SCHD)
Seeking Alphaยท2025-11-22 11:14
Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) is often perceived as a boring dividend fund or a defensive value play, which may overlook its potential for growth and stability [1] Group 1: Investment Perspective - The ETF is characterized by lower volatility, which is appealing to conservative investors seeking stable returns [1] - There is a unique perspective offered by analysts with backgrounds in healthcare and financial analysis, emphasizing the importance of nuanced insights into companies with growth potential [1] Group 2: Analyst Background - The analyst has a medical background and is currently pursuing the CFA charter, indicating a strong foundation in both healthcare and financial analysis [1]