SCHD Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: SCHD's low expense ratio, strong dividend growth, and lower implied volatility suggest potential for gradual appreciation. Historical returns support a positive outlook, appealing to income-focused investors.




Bearish Case: High historical volatility and recent stagnant returns highlight potential downside risks. Economic uncertainties and sector concentration further suggest the possibility of price declines.




Potential Outcomes:
  • Moderate growth continues (60% chance)
  • Price stabilizes near current levels (25% chance)
  • Possible decline due to market volatility (15% chance)




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June 12, 2025


Schwab US Dividend Equity Forecast

SCHD        Schwab US Dividend Equity











Correlated Assets

Assets that tend to move strongly with SCHD



DVY Forecast + Options Trading Strategies   DVY  BlackRock Institutional Trust Company N.A. - iShares Select Dividend (0.91)


FITB Forecast + Options Trading Strategies   FITB  Fifth Third Bancorp (0.87)


UNIT Forecast + Options Trading Strategies   UNIT  Uniti (0.84)


RF Forecast + Options Trading Strategies   RF  Regions Financial (0.83)


PNC Forecast + Options Trading Strategies   PNC  PNC Financial Services (0.82)



Uncorrelated Assets

Assets with little price relationship to SCHD



M Forecast + Options Trading Strategies   M  Macy's (0.0)


HCA Forecast + Options Trading Strategies   HCA  HCA Healthcare (0.01)


VIXY Forecast + Options Trading Strategies   VIXY  ProShares VIX Short-Term Futures (0.01)


CLF Forecast + Options Trading Strategies   CLF  Cleveland-Cliffs (-0.01)


NGG Forecast + Options Trading Strategies   NGG  National Grid (0.02)



Anticorrelated Assets

Assets that tend to move strongly against SCHD



GT Forecast + Options Trading Strategies   GT  Goodyear Tire & Rubber (-0.36)


DPZ Forecast + Options Trading Strategies   DPZ  Dominos Pizza (-0.37)


IDN Forecast + Options Trading Strategies   IDN  Intellicheck (-0.38)


POWW Forecast + Options Trading Strategies   POWW  AMMO (-0.54)


UDN Forecast + Options Trading Strategies   UDN  Invesco DB US Dollar Index Bearish (-0.62)









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