SCHD Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: SCHD's low volatility and consistent dividends present an opportunity for steady appreciation, especially with a strong market for yield-focused investments.




Bearish Case: Implied volatility backwardation and stagnant historical returns suggest potential downside, exacerbated by macroeconomic uncertainties and sector-specific risks.




Potential Outcomes:

1. 55% chance SCHD mildly appreciates due to stable dividends.

2. 30% chance it remains flat, reflecting current sentiment.

3. 15% chance it declines with economic pressures.



March 12, 2025


Schwab US Dividend Equity Forecast

SCHD        Schwab US Dividend Equity











Correlated Assets

Assets that tend to move strongly with SCHD



SPYV Forecast + Options Trading Strategies   SPYV  SPDR Portfolio S&P 500 Value (0.97)


DDM Forecast + Options Trading Strategies   DDM  ProShares Ultra Dow30 (0.93)


HIG Forecast + Options Trading Strategies   HIG  Hartford Financial Services (0.91)


CINF Forecast + Options Trading Strategies   CINF  Cincinnati Financial (0.91)


CBRE Forecast + Options Trading Strategies   CBRE  CBRE (0.9)



Uncorrelated Assets

Assets with little price relationship to SCHD



INTU Forecast + Options Trading Strategies   INTU  Intuit (-0.01)


EPI Forecast + Options Trading Strategies   EPI  WisdomTree India Earnings (0.01)


DKL Forecast + Options Trading Strategies   DKL  Delek Logistics Partners LP - Unit (0.01)


SGRY Forecast + Options Trading Strategies   SGRY  Surgery (0.01)


AEHR Forecast + Options Trading Strategies   AEHR  Aehr Test Systems (0.02)



Anticorrelated Assets

Assets that tend to move strongly against SCHD



DVN Forecast + Options Trading Strategies   DVN  Devon Energy (-0.77)


CLW Forecast + Options Trading Strategies   CLW  Clearwater Paper (-0.8)


AAP Forecast + Options Trading Strategies   AAP  Advance Auto Parts (-0.8)


EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.81)


ASML Forecast + Options Trading Strategies   ASML  New York Shares (-0.84)









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