Morningstar

Schwab International Dividend Equity ETF SCHY

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SCHY

Will SCHY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Profitable companies that consistently pay dividends.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Schwab International Dividend Equity ETF builds a defensive, value-oriented portfolio that should offer better risk-adjusted performance than many of its peers in the foreign large value category.

by Daniel Sotiroff
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Portfolio Holdings SCHY

More SCHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eni SpA

4.45 120M
Energy

Roche Holding AG Ordinary Shares new

4.38 118M
Healthcare

British American Tobacco PLC

4.22 114M
Consumer Defensive

TotalEnergies SE

4.08 110M
Energy

Unilever PLC

4.06 109M
Consumer Defensive

Wesfarmers Ltd

4.05 109M
Consumer Cyclical

DHL AG

4.00 108M
Industrials

GSK PLC

3.99 108M
Healthcare

Enel SpA

3.92 106M
Utilities

Vinci SA

3.65 98M
Industrials

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