SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks
Key takeaways
- SoFi Active Invest is offering a limited-time promotion.
- It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started.
- Dividend Equity ETF (NYSEARCA:SCHD) because the fund s reputation tells them they are buying diversification.
SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks Andrew Angelov / Shutterstock.com Omor Ibne Ehsan Tue, May 26, 2026 at 8:50 PM GMT+7 5 min read SCHD ^GSPC SPY TXN ABBV Quick Read Schwab U.S. Dividend Equity ETF (SCHD) holds 105 stocks but concentrates 42% of assets in the top ten positions, including Texas Instruments (TXN), United Health (UNH), and Qualcomm (QCOM), which all meet quality screens but create exposure to pharma patent cliffs and energy cycles that the fund’s dividend-history filter cannot anticipate.
SCHD beat the S&P 500 by 12 percentage points year-to-date but trailed SPY by 39 percentage points over five years, making it a quality-screened income vehicle better suited as a component of a diversified portfolio rather than a standalone diversifier.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now.