SCHD: Modeling Expected Changes For The March 2026 Reconstitution (NYSEARCA:SCHD)
Seeking Alpha·2026-01-15 05:31

This article previews possible upcoming changes to the Schwab U.S. Dividend Equity ETF ( SCHD ), whose Index is set to reconstitute effective March 23, 2026. Using the Index's published methodology, I model a hypothetical post-rebalance portfolio and present its aggregate fundamentals andThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all t ...