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 ...

指数重构事件 - Invesco S&P 500 Momentum ETF (SPMO) 于周五完成半年度指数重构 [1] - 本次重构新增41只股票 同时删除40只股票 [1] - 重构后指数成分股目标数量为100只 [1] 作者背景 - 文章作者已完成特许投资经理的所有教育要求 即将成为持牌期权及衍生品交易顾问 [1] - 作者专注于美国股票ETF 维护一个涵盖近1,000只基金的综合ETF数据库 [1]