Send us a textWhat does SCHD Reconstitution mean? In this episode I share how Charles Schwab reconstitutes their portfolio annually and the index that drives these changes. When considering to buy or owning an ETF it is important to understand what influences the ETF's holdings.By the end of this episode you will have a deeper understanding how the mechanics of the Schwab US Dividend Equity ETF (SCHD)SCHD Reconstitution https://www.schwabassetmanagement.com/resource/annual-reconstitutionDow Jones (See pg. 21 for Dow Jones US Dividend 100 Indexhttps://www.spglobal.com/spdji/en/documents/methodologies/methodology-dj-dividend-indices.pdfContact The Savings CaptainX                        @SavingsCaptainInstagram     @thesavingscaptainEmail                [email protected]

Ver todos los episodios